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
$148M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$2.68M
3
+$1.33M
4
SMG icon
ScottsMiracle-Gro
SMG
+$1.17M
5
BAC icon
Bank of America
BAC
+$1.14M

Top Sells

1
+$3.06M
2
+$1.75M
3
+$1.08M
4
CAKE icon
Cheesecake Factory
CAKE
+$1.05M
5
SHW icon
Sherwin-Williams
SHW
+$913K

Sector Composition

1 Consumer Discretionary 30.31%
2 Industrials 20.41%
3 Financials 16.54%
4 Communication Services 14.93%
5 Consumer Staples 11.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 1.38%
22,224
-9,900
27
$1.99M 1.34%
28,150
28
$1.93M 1.3%
26,710
29
$1.93M 1.3%
29,240
30
$1.37M 0.92%
37,300
31
$1.33M 0.9%
+56,398
32
$1.17M 0.79%
+14,000
33
$323K 0.22%
+37,918
34
– –
-22,900
35
– –
-29,554
1
2