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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
376
$4.14M 0.02%
20,343
+690
377
$4.14M 0.02%
21,141
+540
378
$4.11M 0.02%
24,731
-8,450
379
$4.07M 0.02%
40,175
+786
380
$4.06M 0.02%
35,479
+2,126
381
$4.06M 0.02%
143,804
+6,964
382
$4M 0.02%
45,913
+6,702
383
$3.97M 0.02%
40,243
+10
384
$3.95M 0.02%
140,282
385
$3.94M 0.02%
23,528
+1,333
386
$3.93M 0.02%
3,645
+118
387
$3.92M 0.02%
68,861
-18
388
$3.91M 0.02%
182,631
+24,377
389
$3.9M 0.02%
17,311
-2,631
390
$3.9M 0.02%
46,354
+650
391
$3.89M 0.02%
144,813
+27,297
392
$3.88M 0.02%
56,383
+2,474
393
$3.85M 0.02%
41,653
+6,441
394
$3.83M 0.02%
50,428
+4,745
395
$3.82M 0.02%
83,496
+37
396
$3.74M 0.02%
26,892
+412
397
$3.74M 0.02%
59,008
+1,696
398
$3.74M 0.02%
54,586
+1,059
399
$3.74M 0.02%
21,019
+573
400
$3.71M 0.02%
17,455
+4,258
14 15
16
17 18