CAM
CSW

Cresset Asset Management’s CSW Industrials CSW Stock Holding History

Cresset Asset Management’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$276K Sell
1,061
-33
-3% -$9.59K ﹤0.01% 1308
2025
Q4 		$321K Buy
1,094
+59
+6% +$15.7K ﹤0.01% 1260
2025
Q3 		$251K Sell
1,035
-8
-0.8% -$2.15K ﹤0.01% 1324
2025
Q2 		$299K Sell
1,043
-34
-3% -$10.3K ﹤0.01% 1135
2025
Q1 		$314K Sell
1,077
-127
-11% -$41.2K ﹤0.01% 1283
2024
Q4 		$425K Sell
1,204
-1,314
-52% -$511K ﹤0.01% 1169
2024
Q3 		$923K Sell
2,518
-8
-0.3% -$2.5K ﹤0.01% 1201
2024
Q2 		$670K Sell
2,526
-116
-4% -$28.8K ﹤0.01% 1297
2024
Q1 		$620K Sell
2,642
-33
-1% -$7.36K ﹤0.01% 1226
2023
Q4 		$555K Sell
2,675
-32
-1% -$5.8K ﹤0.01% 1181
2023
Q3 		$474K Buy
+2,707
New +$479K ﹤0.01% 1210

Other funds holding CSW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return