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
$145M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.98M
3
+$2.21M
4
MAR icon
Marriott International
MAR
+$1.96M
5
NFLX icon
Netflix
NFLX
+$1.83M

Top Sells

1
+$2.47M
2
+$2.07M
3
+$1.63M
4
TRU icon
TransUnion
TRU
+$1.57M
5
LULU icon
lululemon athletica
LULU
+$1.27M

Sector Composition

1 Communication Services 25.59%
2 Consumer Discretionary 21.67%
3 Financials 15.56%
4 Technology 12.45%
5 Consumer Staples 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.36%
+22,900
27
$1.83M 1.27%
+4,025
28
$1.83M 1.27%
167,800
+82,800
29
$1.82M 1.26%
10,425
30
$802K 0.55%
+24,125
31
– –
-22,825
32
– –
-28,250
33
– –
-4,300
34
– –
-23,700
1
2