CAM

Cresset Asset Management Portfolio holdings

AUM $25.8B
1-Year Est. Return 27.13%
This Quarter Est. Return
1 Year Est. Return
+27.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.8B
AUM Growth
+$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,135
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$93M
3
+$44.9M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$36.6M
5
RDDT icon
Reddit
RDDT
+$33.2M

Top Sells

1
+$191M
2
+$30.4M
3
+$21.9M
4
ARKB icon
ARK 21Shares Bitcoin ETF
ARKB
+$9.79M
5
BRO icon
Brown & Brown
BRO
+$8.33M

Sector Composition

1 Technology 23.61%
2 Healthcare 5.83%
3 Financials 5.77%
4 Industrials 5.25%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4.83M 0.02%
20,034
-572
452
$4.82M 0.02%
46,265
+581
453
$4.78M 0.02%
550,920
+3,479
454
$4.74M 0.02%
112,411
-2,567
455
$4.74M 0.02%
33,982
+6
456
$4.71M 0.02%
49,786
+23,004
457
$4.7M 0.02%
15,985
+560
458
$4.69M 0.02%
108,177
+1,142
459
$4.64M 0.02%
44,960
+3,744
460
$4.62M 0.02%
41,280
-514
461
$4.62M 0.02%
37,373
+2,269
462
$4.57M 0.02%
15,343
-677
463
$4.54M 0.02%
1,441
+97
464
$4.54M 0.02%
79,150
+3,292
465
$4.53M 0.02%
31,770
+10,099
466
$4.52M 0.02%
37,362
+200
467
$4.5M 0.02%
31,313
+15
468
$4.49M 0.02%
38,030
-155
469
$4.49M 0.02%
12,171
+169
470
$4.46M 0.02%
81,661
-7,454
471
$4.42M 0.02%
20,017
-428
472
$4.31M 0.02%
34,695
+6,540
473
$4.29M 0.02%
67,460
-4,240
474
$4.29M 0.02%
15,817
+199
475
$4.27M 0.02%
51,792
+2,824
17 18
19
20 21