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
$116M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$7.39M
2 +$6.8M
3 +$4.55M
4
JPM icon
JPMorgan Chase
JPM
+$3.92M
5
ROST icon
Ross Stores
ROST
+$3.75M

Top Sells

1 +$107M
2 +$30.2M
3 +$30M
4
MCD icon
McDonald's
MCD
+$10.3M
5
TWTR
Twitter, Inc.
TWTR
+$5.6M

Sector Composition

1 Consumer Discretionary 24.25%
2 Communication Services 19.25%
3 Financials 15%
4 Consumer Staples 12.3%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$445K 0.38%
3,100
-4,960
27
-14,045
28
-25,000
29
-576,075