CRCM
Crystal Rock Capital Management Portfolio holdings
AUM
$173M
This Quarter Return
+17.45%
1 Year Return
+31.16%
3 Year Return
+194.15%
5 Year Return
+256.35%
10 Year Return
+763.23%
AUM
$135M
AUM Growth
+$135M
(+12%)
Cap. Flow
-$2.05M
Cap. Flow
% of AUM
-1.51%
Top 10 Holdings %
Top 10 Hldgs %
62.64%
Holding
26
New
–
Increased
5
Reduced
6
Closed
1
Top Buys
| 1 |
Estee Lauder
EL
|
$1.35M |
| 2 |
Boot Barn
BOOT
|
$1.29M |
| 3 |
Aptiv
APTV
|
$360K |
| 4 |
Microsoft
MSFT
|
$255K |
| 5 |
Snowflake
SNOW
|
$194K |
Top Sells
| 1 |
ScottsMiracle-Gro
SMG
|
$2.9M |
| 2 |
PayPal
PYPL
|
$1.72M |
| 3 |
Vertiv
VRT
|
$389K |
| 4 |
Meta Platforms (Facebook)
META
|
$122K |
| 5 |
Amazon
AMZN
|
$121K |
Sector Composition
| 1 | Communication Services | 27.19% |
| 2 | Consumer Discretionary | 27.17% |
| 3 | Industrials | 12.55% |
| 4 | Financials | 10.97% |
| 5 | Consumer Staples | 9.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
PayPal
PYPL
$66.5B
| – | – |
-22,690
| Closed | -$1.72M |
|