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  Name: CRESTWOOD ADVISORS LLC
  City: BOSTON
  State: MA
  Zip: 02110
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $4,580,386,000
  Total Value Change : $288,495,000
  Securities Held Change : 13
   
All Securities Held : 418
  New Positions : 29
  Closed Positions : 16
  Increased Positions : 217
  Unchanged Positions : 37
  Decreased Positions : 135

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Holdings Found : 16     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BOH)1 Year Chart         BOH Bank Of Hawaii Corp 433 Closed $56.94 $0 0 0% -227,000 -3,133 0    Domestic Regional Banks
   (MSEX)1 Year Chart         MSEX Middlesex Water Co 420 Closed $55.05 $0 0 0% -212,000 -3,232 0    Water Utilities
   (MUNI)1 Year Chart         MUNI PIMCO Intermediate Municipa... 426 Closed $51.79 $0 0 0% -201,000 -3,800 0    Closed - End Fund - Debt
   (WSO)1 Year Chart         WSO Watsco Inc 432 Closed $478.81 $0 0 0% -205,000 -479 0    Building Materials Wh...
   (DFS)1 Year Chart         DFS Discover Financial Services 419 Closed $124.27 $0 0 0% -237,000 -2,111 0    Credit Services
   (REYN)1 Year Chart         REYN Reynolds Consumer Products ... 425 Closed $28.50 $0 0 0% -433,000 -16,127 0    N/A
   (ALL)1 Year Chart         ALL Allstate Corp 431 Closed $164.00 $0 0 0% -313,000 -2,235 0    Property & Casualty I...
   (IFF)1 Year Chart         IFF International Flavors & Fra... 418 Closed $94.47 $0 0 0% -276,000 -3,414 0    Specialty Chemicals
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 424 Closed $299.79 $0 0 0% -436,000 -1,593 0    Closed - End Fund - E...
   (ZBH)1 Year Chart         ZBH Zimmer Holdings Inc 430 Closed $115.85 $0 0 0% -224,000 -1,842 0    Medical Appliances & ...
   (CSX)1 Year Chart         CSX CSX Corp 423 Closed $33.50 $0 0 0% -208,000 -6,008 0    Railroads
   (SRLN)1 Year Chart         SRLN SPDR Blackstone/GSO Senior ... 429 Closed $42.01 $0 0 0% -277,000 -6,600 0    N/A
   (VMEO)1 Year Chart         VMEO Vimeo Holdings, Inc. 422 Closed $3.84 $0 0 0% -115,000 -29,262 0    N/A
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 428 Closed $114.49 $0 0 0% -908,000 -7,756 0    Closed - End Fund - E...
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc 421 Closed $2.73 $0 0 0% -63,000 -11,585 0    Broadcasting - Radio
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 427 Closed $57.77 $0 0 0% -388,000 -6,657 0    Closed - End Fund - Debt
      16 Records Found
  1    
Page 1 of 1
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