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
$141M
AUM Growth
-$209K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$4.4M
2 +$3.43M
3 +$2.62M
4
TGT icon
Target
TGT
+$2.19M
5
HD icon
Home Depot
HD
+$1.51M

Top Sells

1 +$8.96M
2 +$3.07M
3 +$2.67M
4
LPSN icon
LivePerson
LPSN
+$2.52M
5
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$1.13M

Sector Composition

1 Consumer Discretionary 36.06%
2 Industrials 27.21%
3 Consumer Staples 8.4%
4 Technology 7.5%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.17M 0.83%
+27,785
27
-178,440
28
-29,303
29
-48,374
30
-117,303
31
-25,142