Crestwood Capital Likes These Financial Stocks Most in Quarterly Filing

Wall St. Watchdog reveals information regarding Crestwood Capital Management’s top holdings in the Financial sector for the quarter ending September 30th, 2011. The firm held 4 stocks in the Financial sector at the end of the quarter with an aggregate market value of $41.841 million.

  • Moody’s Corp. (NYSE:MCO): On 06/30/2011, Crestwood Capital Management reported holding 224,700 shares with a market value of $8,617,245. This comprised 1.77% of the total portfolio. On 09/30/2011, Crestwood Capital Management reported holding 561,750 shares with a market value of $17,105,288. This comprised 4.26% of the total portfolio. The net change in shares for this position over the two quarters is 337,050. About Company: Moody’s Corporation is a credit rating, research, and risk analysis firm. The Company provides credit ratings and related research, data and analytical tools, quantitative credit risk measures, risk scoring software, and credit portfolio management solutions and securities pricing software and valuation models.
  • Hdfc Bank Ltd. (NYSE:HDB): On 06/30/2011, Crestwood Capital Management reported holding 0 shares. On 09/30/2011, Crestwood Capital Management reported holding 408,400 shares with a market value of $11,904,860. This comprised 2.96% of the total portfolio. The net change in shares for this position over the two quarters is 408,400. About Company: HDFC Bank Ltd. offers a wide range of services to the global corporate sector. The Bank provides corporate banking and custodial services and is active in the treasury and capital markets. HDFC also markets project advisory services and capital market products such as Global Deposit Receipts, Euro currency loans, and Euro currency bonds.
  • Lpl Investment Holdings Inc. (NASDAQ:LPLA): On 06/30/2011, Crestwood Capital Management reported holding 609,900 shares with a market value of $20,864,678. This comprised 4.28% of the total portfolio. On 09/30/2011, Crestwood Capital Management reported holding 291,300 shares with a market value of $7,404,846. This comprised 1.84% of the total portfolio. The net change in shares for this position over the two quarters is -318,600. About Company: LPL Investment Holdings, Inc. offers technology, brokerage and investment advisory services through business relationships with all types of financial advisors. Through proprietary technology, custody and clearing platforms, the Company offers access to financial products and services that enable them to provide financial advice and brokerage services to retail investors.
  • Charles Schwab Corp. (NYSE:SCHW): On 06/30/2011, Crestwood Capital Management reported holding 481,500 shares with a market value of $7,920,675. This comprised 1.63% of the total portfolio. On 09/30/2011, Crestwood Capital Management reported holding 481,500 shares with a market value of $5,426,505. This comprised 1.35% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: The Charles Schwab Corporation provides a variety of financial services to individual investors, independent investment managers, retirement plans, and institutions. The Company provides its clients with securities brokerage, banking, and related financial services through offices in the United States, Puerto Rico, and the United Kingdom.

(Note: Data regarding Crestwood Capital Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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