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
$188M
AUM Growth
-$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.06M
3
+$1.29M
4
BSX icon
Boston Scientific
BSX
+$156K
5
PG icon
Procter & Gamble
PG
+$140K

Top Sells

1
+$2.75M
2
+$1.4M
3
+$845K
4
NESR
National Energy Services Reunited Corp
NESR
+$764K
5
MAR icon
Marriott International
MAR
+$566K

Sector Composition

1 Communication Services 26.12%
2 Consumer Discretionary 20.81%
3 Financials 16.31%
4 Technology 9.46%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.26M 1.73%
+54,000
27
$3.13M 1.66%
22,375
+1,000
28
$2.03M 1.08%
12,393
-2,850
29
$1.95M 1.03%
15,950
-11,450
30
$1.9M 1.01%
6,275
-550
31
$1.52M 0.81%
31,600
-17,550
32
$561K 0.3%
27,325
33
$336K 0.18%
511
34
$163K 0.09%
25,000
1
2