CRCM
Crystal Rock Capital Management Portfolio holdings
AUM
$173M
This Quarter Return
+15.37%
1 Year Return
+31.16%
3 Year Return
+194.15%
5 Year Return
+256.35%
10 Year Return
+763.23%
AUM
$152M
AUM Growth
+$152M
(+15%)
Cap. Flow
+$991K
Cap. Flow
% of AUM
0.65%
Top 10 Holdings %
Top 10 Hldgs %
62.88%
Holding
27
New
1
Increased
5
Reduced
9
Closed
1
Top Buys
| 1 |
Charles Schwab
SCHW
|
$2.63M |
| 2 |
Estee Lauder
EL
|
$2.5M |
| 3 |
Aptiv
APTV
|
$1.28M |
| 4 |
Riot Platforms
RIOT
|
$503K |
| 5 |
Microsoft
MSFT
|
$385K |
Top Sells
| 1 |
Vertiv
VRT
|
$1.61M |
| 2 |
Veralto
VLTO
|
$1.27M |
| 3 |
McDonald's
MCD
|
$1.25M |
| 4 |
DraftKings
DKNG
|
$827K |
| 5 |
Ross Stores
ROST
|
$446K |
Sector Composition
| 1 | Consumer Discretionary | 26.43% |
| 2 | Communication Services | 25.98% |
| 3 | Financials | 14.8% |
| 4 | Industrials | 13.9% |
| 5 | Consumer Staples | 8.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Riot Platforms
RIOT
$4.97B
| $503K | 0.33% |
+32,525
| New | +$503K |
|
|
27
Veralto
VLTO
$26.1B
| – | – |
-15,000
| Closed | -$1.27M |
|