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
$97.1M
AUM Growth
-$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$7.67M
2 +$5.35M
3 +$5.24M
4
LULU icon
lululemon athletica
LULU
+$4.33M
5
COO icon
Cooper Companies
COO
+$3.29M

Top Sells

1 +$49.6M
2 +$34.4M
3 +$30.6M
4
META icon
Meta Platforms (Facebook)
META
+$10.7M
5
PYPL icon
PayPal
PYPL
+$4.82M

Sector Composition

1 Consumer Discretionary 32.88%
2 Communication Services 23.14%
3 Consumer Staples 12.54%
4 Healthcare 10.3%
5 Financials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$49K 0.05%
25,000
27
-521,800