CRCM
Crystal Rock Capital Management Portfolio holdings
AUM
$183M
1-Year Est. Return
31.97%
1 Year Est. Return
+31.97%
AUM
$173M
AUM Growth
+$27.2M
(+19%)
Holding
29
Top Buys
| 1 | +$2.22M | |
| 2 | +$2.13M | |
| 3 | +$1.87M | |
| 4 |
Coca-Cola
KO
|
+$1.17M |
| 5 |
JPMorgan Chase
JPM
|
+$942K |
Top Sells
| 1 | +$3.56M | |
| 2 | +$1.88M | |
| 3 | +$1.83M | |
| 4 |
TransDigm Group
TDG
|
+$1.26M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1
Meta Platforms (Facebook)
META
$1.6T
| $23.2M | 13.38% |
31,431
-4,825
|
|
||
2
Alphabet (Google) Class A
GOOGL
$3.46T
| $12.1M | 6.99% |
68,775
|
|
||
3
Amazon
AMZN
$2.64T
| $12.1M | 6.97% |
55,130
-2,065
|
|
||
4
Vertiv
VRT
$71.5B
| $12M | 6.91% |
93,265
+3,475
|
|
||
5
Mastercard
MA
$496B
| $11M | 6.34% |
19,569
-840
|
|
||
|
6
TransDigm Group
TDG
$71.9B
| $9.26M | 5.34% |
6,090
-830
|
|
||
|
7
JPMorgan Chase
JPM
$862B
| $8.38M | 4.83% |
28,918
+3,250
|
|
||
8
Microsoft
MSFT
$3.72T
| $8.36M | 4.82% |
16,805
+1,300
|
|
||
9
Boston Scientific
BSX
$148B
| $6.96M | 4.01% |
64,770
-4,550
|
|
||
10
Goldman Sachs
GS
$238B
| $6.49M | 3.74% |
9,170
-1,000
|
|
||
|
11
Alphabet (Google) Class C
GOOG
$3.47T
| $6.28M | 3.62% |
35,425
-10,325
|
|
||
12
Idexx Laboratories
IDXX
$56.2B
| $5.68M | 3.27% |
10,585
-600
|
|
||
13
Netflix
NFLX
$474B
| $5.37M | 3.1% |
4,010
+1,660
|
|
||
14
DraftKings
DKNG
$15.5B
| $5.36M | 3.09% |
124,985
+14,175
|
|
||
15
CrowdStrike
CRWD
$137B
| $5.25M | 3.03% |
10,315
+280
|
|
||
16
Cooper Companies
COO
$14B
| $4.29M | 2.47% |
60,255
+7,625
|
|
||
17
Procter & Gamble
PG
$339B
| $4.04M | 2.33% |
25,375
|
|
||
18
Red Rock Resorts
RRR
$3.59B
| $3.75M | 2.16% |
72,025
|
|
||
19
Estee Lauder
EL
$32.7B
| $3.71M | 2.14% |
45,963
+475
|
|
||
20
Intuitive Surgical
ISRG
$201B
| $3.46M | 2% |
6,375
+3,450
|
|
||
21
Home Depot
HD
$364B
| $3.46M | 2% |
9,447
|
|
||
22
Marriott International
MAR
$77.8B
| $3.26M | 1.88% |
11,950
-6,875
|
|
||
23
Eli Lilly
LLY
$868B
| $2.48M | 1.43% |
3,175
+935
|
|
||
24
Costco
COST
$403B
| $2.13M | 1.23% |
+2,155
|
|
||
25
Ross Stores
ROST
$52.3B
| $1.95M | 1.13% |
15,300
-1,175
|
|