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
$172M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$1.47M
2 +$1.29M
3 +$888K
4
AMZN icon
Amazon
AMZN
+$758K

Top Sells

1 +$3.12M
2 +$2.77M
3 +$1.48M
4
APTV icon
Aptiv
APTV
+$1.27M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M

Sector Composition

1 Communication Services 25.61%
2 Consumer Discretionary 25.36%
3 Industrials 16.68%
4 Financials 14.01%
5 Consumer Staples 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$888K 0.52%
+5,050
27
$679K 0.4%
4,200
28
-32,525