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Elizabeth A. Watkins

@Crescent Grove Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$980.29MTotal holdings276
Assets growth rate7.41%Assets growth rate (2-Q avg)1.29%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Crescent Grove Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 276 positions.

Assets under management

The assets under management (AUM) of Crescent Grove Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 980.29M in assets, with a quarterly growth rate of 7.41% and a 2-quarter average growth rate of 1.29%. The portfolio is managed by Elizabeth A. Watkins, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USMUnited States Cellular
Recent Activity
Exited
0%
$705,900
12,646 shares@ $55.83 avg price
BPBp Plc Spons Adr
Recent Activity
Exited
0%
$649,511
17,992 shares@ $36.1 avg price
KRBNKraneshares Global Carbon Etf
Recent Activity
Exited
0%
$367,377
11,290 shares@ $32.55 avg price
RIORio Tinto Adr Each
Recent Activity
Exited
0%
$346,792
5,260 shares@ $65.94 avg price
ROKRockwell Automation
Recent Activity
Exited
0%
$322,305
1,171 shares@ $275.24 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$316,667
4,357 shares@ $72.69 avg price
EWEdwards Lifesciences Corp
Recent Activity
Exited
0%
$249,768
2,704 shares@ $92.37 avg price
DXCMDexcom Inc
Recent Activity
Exited
0%
$248,642
2,193 shares@ $113.38 avg price
AVGOBroadcom Inc
Recent Activity
Exited
0%
$242,435
151 shares@ $1605.53 avg price
BFCBank First Natl Corp
Recent Activity
Exited
0%
$238,867
2,880 shares@ $82.94 avg price