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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
451
$2.74M 0.01%
7,940
-928
452
$2.73M 0.01%
20,383
+1,192
453
$2.71M 0.01%
71,853
+3,502
454
$2.7M 0.01%
19,881
+178
455
$2.68M 0.01%
316,411
456
$2.67M 0.01%
60,094
+2,885
457
$2.67M 0.01%
29,355
+370
458
$2.63M 0.01%
52,542
+381
459
$2.63M 0.01%
+9,597
460
$2.61M 0.01%
19,171
+867
461
$2.61M 0.01%
6,170
-10
462
$2.59M 0.01%
21,298
+792
463
$2.57M 0.01%
6,086
+284
464
$2.51M 0.01%
68,864
465
$2.5M 0.01%
25,035
-946
466
$2.5M 0.01%
5,591
+612
467
$2.49M 0.01%
24,641
+67
468
$2.4M 0.01%
+141,092
469
$2.39M 0.01%
19,372
+984
470
$2.37M 0.01%
314,924
471
$2.37M 0.01%
18,889
+1,089
472
$2.36M 0.01%
56,156
+7,199
473
$2.36M 0.01%
181,662
-287
474
$2.35M 0.01%
26,408
+53
475
$2.35M 0.01%
9,043
+2
17 18
19
20 21