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
$133M
AUM Growth
-$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.36M
3
+$1.6M
4
WYNN icon
Wynn Resorts
WYNN
+$1.07M
5
SBUX icon
Starbucks
SBUX
+$1.05M

Top Sells

1
+$4.01M
2
+$3.01M
3
+$1.97M
4
FELE icon
Franklin Electric
FELE
+$1.75M
5
MAR icon
Marriott International
MAR
+$1.66M

Sector Composition

1 Consumer Discretionary 31.43%
2 Industrials 22.53%
3 Consumer Staples 12.95%
4 Communication Services 8.44%
5 Technology 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 1.22%
24,805
-10,910
27
$1.6M 1.2%
+16,100
28
$1.11M 0.83%
120,003
-8,000
29
$1.08M 0.81%
45,220
30
$1.07M 0.8%
+5,710
31
$1.05M 0.79%
+27,730
32
– –
-70,600
33
– –
-190,156
1
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