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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
426
$3.18M 0.01%
20,879
+182
427
$3.18M 0.01%
160,513
+5,082
428
$3.12M 0.01%
1,334
+57
429
$3.09M 0.01%
38,559
+10,387
430
$3.09M 0.01%
129,230
431
$3.09M 0.01%
28,353
+915
432
$3.08M 0.01%
9,882
+849
433
$3.06M 0.01%
12,404
+1,243
434
$3.06M 0.01%
60,634
+123
435
$3.06M 0.01%
24,974
+353
436
$3.06M 0.01%
66,288
+10,928
437
$3.06M 0.01%
98,124
+57,524
438
$3.06M 0.01%
6,220
+113
439
$3.03M 0.01%
16,704
+20
440
$3.03M 0.01%
25,951
+7,127
441
$3.01M 0.01%
10,747
+96
442
$2.99M 0.01%
39,970
443
$2.97M 0.01%
7,592
-4,635
444
$2.96M 0.01%
60,000
+5,437
445
$2.91M 0.01%
2,471
+90
446
$2.88M 0.01%
75,126
447
$2.86M 0.01%
27,435
+4,064
448
$2.85M 0.01%
20,001
-320
449
$2.8M 0.01%
62,742
+20,192
450
$2.77M 0.01%
170,974
+1,800
16 17
18
19 20