CRCM

Crystal Rock Capital Management Portfolio holdings

AUM $189M
1-Year Est. Return 31.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$798K
3
+$771K
4
EL icon
Estee Lauder
EL
+$653K
5
CMI icon
Cummins
CMI
+$595K

Top Sells

1
+$3.65M
2
+$3.1M
3
+$2M
4
CAT icon
Caterpillar
CAT
+$1.83M
5
WTW icon
Willis Towers Watson
WTW
+$1.83M

Sector Composition

1 Consumer Discretionary 30.32%
2 Industrials 19.95%
3 Financials 16.61%
4 Communication Services 14.54%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.57%
26,710
27
$1.7M 1.26%
29,240
+5,000
28
$1.19M 0.88%
90,000
29
$1.08M 0.8%
22,900
30
$1.06M 0.78%
37,300
31
– –
-23,900
32
– –
-11,956
1
2