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
$163M
AUM Growth
-$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$696K
2 +$691K
3 +$550K
4
CRWD icon
CrowdStrike
CRWD
+$547K
5
LULU icon
lululemon athletica
LULU
+$153K

Top Sells

1 +$5.74M
2 +$1.92M
3 +$1.9M
4
TDG icon
TransDigm Group
TDG
+$1.75M
5
ROST icon
Ross Stores
ROST
+$1.43M

Sector Composition

1 Communication Services 27.11%
2 Consumer Discretionary 22.8%
3 Industrials 15.29%
4 Financials 14.47%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$649K 0.4%
4,200
27
-11,350
28
-10,150
29
-7,500