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
551
$3.5M 0.01%
24,526
+2,778
552
$3.5M 0.01%
18,132
+2,798
553
$3.49M 0.01%
19,224
+4,969
554
$3.48M 0.01%
6,465
+199
555
$3.48M 0.01%
31,575
+3,395
556
$3.47M 0.01%
30,144
+612
557
$3.46M 0.01%
27,803
+1,175
558
$3.45M 0.01%
52,684
-623
559
$3.45M 0.01%
97,199
+95
560
$3.41M 0.01%
35,458
-616
561
$3.41M 0.01%
18,960
+216
562
$3.4M 0.01%
25,383
+146
563
$3.39M 0.01%
35,416
-1,260
564
$3.38M 0.01%
38,222
+4,677
565
$3.37M 0.01%
550,553
+1,436
566
$3.36M 0.01%
9,390
+458
567
$3.35M 0.01%
63,539
+19,892
568
$3.35M 0.01%
163,070
+521
569
$3.34M 0.01%
+47,266
570
$3.33M 0.01%
21,639
+9,851
571
$3.33M 0.01%
306,770
+25,790
572
$3.31M 0.01%
6,226
+230
573
$3.3M 0.01%
28,764
+1,923
574
$3.3M 0.01%
88,253
-5,464
575
$3.29M 0.01%
23,252
+76
21 22
23
24 25