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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
551
$1.81M 0.01%
8,720
-8
552
$1.8M 0.01%
9,359
+3,593
553
$1.8M 0.01%
10,403
+249
554
$1.79M 0.01%
37,129
555
$1.79M 0.01%
32,314
+1,233
556
$1.79M 0.01%
+18,010
557
$1.79M 0.01%
9,540
+217
558
$1.79M 0.01%
13,569
+83
559
$1.78M 0.01%
29,600
+5,945
560
$1.78M 0.01%
15,028
+3
561
$1.77M 0.01%
229,115
-3,304
562
$1.76M 0.01%
81,979
+4,528
563
$1.76M 0.01%
3,559
+872
564
$1.75M 0.01%
23,892
-31,874
565
$1.74M 0.01%
8,902
+1,398
566
$1.74M 0.01%
5,033
+234
567
$1.74M 0.01%
145,203
+1,252
568
$1.74M 0.01%
104,015
-47,600
569
$1.73M 0.01%
36,602
570
$1.73M 0.01%
18,971
+1,484
571
$1.73M 0.01%
31,094
+1,014
572
$1.72M 0.01%
14,409
-1,504
573
$1.72M 0.01%
23,015
+1,197
574
$1.71M 0.01%
6,684
+11
575
$1.7M 0.01%
6,126
+286
21 22
23
24 25