We are live on ! Find out more
CAM

Cresset Asset Management Portfolio holdings

AUM $23.1B
1-Year Est. Return 27.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.7B
AUM Growth
+$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,523
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$92.2M
3
+$42.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$35.1M
5
GLD icon
SPDR Gold Trust
GLD
+$26.7M

Top Sells

1
+$573M
2
+$51.2M
3
+$20.8M
4
PLTR icon
Palantir
PLTR
+$11M
5
STZ icon
Constellation Brands
STZ
+$7.18M

Sector Composition

1 Technology 23.56%
2 Financials 7.25%
3 Communication Services 6.25%
4 Industrials 3.08%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.8M 0.02%
56,726
+861
352
$4.79M 0.02%
10,295
+87
353
$4.77M 0.02%
27,160
+22
354
$4.76M 0.02%
170,674
-9,851
355
$4.65M 0.02%
32,662
+5
356
$4.61M 0.02%
35,450
+824
357
$4.59M 0.02%
95,795
358
$4.58M 0.02%
37,140
+800
359
$4.56M 0.02%
254,277
-356,980
360
$4.54M 0.02%
166,125
+3,707
361
$4.51M 0.02%
9,038
+184
362
$4.48M 0.02%
142,755
+108,543
363
$4.45M 0.02%
89,030
-1,011
364
$4.42M 0.02%
120,176
+2,710
365
$4.37M 0.02%
30,960
+1,387
366
$4.35M 0.02%
53,347
+1,542
367
$4.33M 0.02%
46,565
-29
368
$4.32M 0.02%
45,631
+2,643
369
$4.31M 0.02%
105,305
-75
370
$4.3M 0.02%
138,018
-31,413
371
$4.28M 0.02%
38,323
+9,391
372
$4.27M 0.02%
93,338
373
$4.26M 0.02%
9,296
+696
374
$4.25M 0.02%
50,392
+45,874
375
$4.25M 0.02%
46,468
+64
13 14
15
16 17