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
$153M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$4.88M
3
+$4.1M
4
WBA
Walgreens Boots Alliance
WBA
+$3.1M
5
SPWH icon
Sportsman's Warehouse
SPWH
+$2.68M

Top Sells

1
+$7.46M
2
+$3.76M
3
+$3.64M
4
CPLA
Capella Education Company
CPLA
+$2.75M
5
EL icon
Estee Lauder
EL
+$2.37M

Sector Composition

1 Consumer Discretionary 34.21%
2 Industrials 21.9%
3 Financials 15.71%
4 Communication Services 13.34%
5 Consumer Staples 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.19%
+23,900
27
$1.82M 1.19%
+16,600
28
$1.82M 1.19%
+11,956
29
$1.73M 1.12%
+22,400
30
$1.53M 1%
+37,300
31
$1.22M 0.79%
90,000
32
$1.11M 0.72%
+22,900
33
– –
-54,075
34
– –
-34,717
35
– –
-59,463
36
– –
-58,050
1
2