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
+$388K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.46M
3
+$1.99M
4
MON
Monsanto Co
MON
+$1.93M
5
JPM icon
JPMorgan Chase
JPM
+$1.52M

Top Sells

1
+$3.88M
2
+$3.04M
3
+$1.59M
4
CTSH icon
Cognizant
CTSH
+$1.05M
5
MAR icon
Marriott International
MAR
+$991K

Sector Composition

1 Consumer Discretionary 31.96%
2 Industrials 24.52%
3 Financials 11.52%
4 Communication Services 9.17%
5 Materials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.87%
+7,370
27
$1.06M 0.8%
17,000
-16,760
28
$1.04M 0.78%
+19,600
29
$658K 0.5%
+38,000
30
– –
-119,275
31
– –
-57,120
1
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