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Home > Institutional Investor > Crestwood Advisors Llc > Profile

Instuitional Investor - Crestwood Advisors Llc

Fund Profile
Filing Period:
Fund Name: Crestwood Advisors Llc
Portfolio Value $4,291,892,747
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,484,908 $285,889,293 6.66%
2.
Microsoft Corp
 MSFT 617,074 $232,044,654 5.4%
3.
Amazon Com Inc
 AMZN 753,864 $114,542,106 2.66%
4.
Home Depot Inc.
 HD 286,533 $99,297,955 2.31%
5.
Alphabet Inc.
 GOOG 684,960 $95,682,015 2.22%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)