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
$153M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.36M
3
+$931K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$789K
5
CVNA icon
Carvana
CVNA
+$608K

Top Sells

1
+$1.32M
2
+$996K
3
+$939K
4
MA icon
Mastercard
MA
+$896K
5
AGN
Allergan plc
AGN
+$660K

Sector Composition

1 Financials 24.91%
2 Communication Services 23.01%
3 Consumer Discretionary 22.05%
4 Consumer Staples 8.55%
5 Technology 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.4%
44,575
27
$2.12M 1.39%
24,800
+3,800
28
$1.81M 1.18%
6,950
29
$1.36M 0.89%
+30,000
30
$1.35M 0.88%
7,061
-3,450
31
$1.3M 0.85%
12,000
32
$1.23M 0.8%
34,830
+11,340
33
$608K 0.4%
+6,600
34
$391K 0.26%
+13,650
35
– –
-10,655
1
2