CRCM

Crystal Rock Capital Management Portfolio holdings

AUM $183M
1-Year Est. Return 31.97%
This Quarter Est. Return
1 Year Est. Return
+31.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$2.13M
3
+$1.87M
4
KO icon
Coca-Cola
KO
+$1.17M
5
JPM icon
JPMorgan Chase
JPM
+$942K

Top Sells

1
+$3.56M
2
+$1.88M
3
+$1.83M
4
TDG icon
TransDigm Group
TDG
+$1.26M
5
LULU icon
lululemon athletica
LULU
+$964K

Sector Composition

1 Communication Services 27.08%
2 Consumer Discretionary 17.8%
3 Financials 14.92%
4 Healthcare 13.18%
5 Industrials 12.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
26
Coca-Cola
KO
$302B
$1.17M 0.67%
+16,525
TSLA icon
27
Tesla
TSLA
$1.48T
$993K 0.57%
3,125
-80
SNOW icon
28
Snowflake
SNOW
$91.3B
$940K 0.54%
4,200
LULU icon
29
lululemon athletica
LULU
$20.3B
– –
-3,405
1
2