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
476
$4.25M 0.02%
26,134
-1,920
477
$4.25M 0.02%
23,816
+561
478
$4.23M 0.02%
2,179
-55
479
$4.19M 0.02%
169,055
-22
480
$4.18M 0.02%
33,310
-256
481
$4.16M 0.02%
14,711
-1,538
482
$4.16M 0.02%
131,192
-2,908
483
$4.16M 0.02%
36,304
-592
484
$4.15M 0.02%
71,861
+1,562
485
$4.15M 0.02%
21,775
-337
486
$4.11M 0.02%
103,018
-38,693
487
$4.11M 0.02%
52,771
+7,174
488
$4.1M 0.02%
27,311
+2,157
489
$4.09M 0.02%
40,767
+2,350
490
$4.08M 0.02%
15,835
-100
491
$4.07M 0.02%
16,716
+211
492
$4.07M 0.02%
90,053
+13,615
493
$4.07M 0.02%
30,309
+860
494
$4.07M 0.02%
355,770
+9,901
495
$4.06M 0.02%
198,271
-3,658
496
$4.05M 0.02%
24,387
+2,524
497
$4.04M 0.02%
196,296
+47,257
498
$3.98M 0.02%
26,829
+1,161
499
$3.97M 0.02%
38,676
+2,437
500
$3.96M 0.02%
126,496
+23,798
18 19
20
21 22