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
$121M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$980K

Top Sells

1 +$3.58M
2 +$1.38M
3 +$1.25M
4
MA icon
Mastercard
MA
+$1.19M
5
TDG icon
TransDigm Group
TDG
+$1.14M

Sector Composition

1 Consumer Discretionary 26.05%
2 Communication Services 24.55%
3 Financials 12.88%
4 Consumer Staples 10.57%
5 Industrials 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$478K 0.4%
3,100
27
-515,911