CRCM

Crystal Rock Capital Management Portfolio holdings

AUM $173M
1-Year Est. Return 31.16%
This Quarter Est. Return
1 Year Est. Return
+31.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
-$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$1.44M
3
+$721K
4
EL icon
Estee Lauder
EL
+$409K
5
MON
Monsanto Co
MON
+$403K

Top Sells

1
+$1.75M
2
+$1.71M
3
+$1.43M
4
CAKE icon
Cheesecake Factory
CAKE
+$1.31M
5
GAP
The Gap Inc
GAP
+$1.14M

Sector Composition

1 Consumer Discretionary 37.38%
2 Industrials 24.82%
3 Consumer Staples 13.61%
4 Materials 8.81%
5 Financials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$960K 0.58%
45,220
-10,316
27
– –
-29,700
28
– –
-9,562
29
– –
-29,150
1
2