CRCM

Crystal Rock Capital Management Portfolio holdings

AUM $183M
1-Year Est. Return 31.97%
This Quarter Est. Return
1 Year Est. Return
+31.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.56M
3
+$1.22M
4
STZ icon
Constellation Brands
STZ
+$820K
5
MA icon
Mastercard
MA
+$770K

Top Sells

1
+$1.39M
2
+$1.05M
3
+$974K
4
PLYA
Playa Hotels & Resorts
PLYA
+$373K
5
LULU icon
lululemon athletica
LULU
+$283K

Sector Composition

1 Financials 25.42%
2 Communication Services 23.58%
3 Consumer Discretionary 22.74%
4 Consumer Staples 8.44%
5 Technology 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.92%
12,000
27
$1.22M 0.9%
+47,375
28
$1.11M 0.82%
22,725
29
$1.09M 0.8%
17,000
30
$926K 0.69%
121,404
-48,899
31
$491K 0.36%
+3,144
32
– –
-74,621
33
– –
-20,925
1
2