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
651
$2.73M 0.01%
18,240
+12,124
652
$2.72M 0.01%
12,824
+239
653
$2.7M 0.01%
32,288
+4,432
654
$2.7M 0.01%
46,355
+4,805
655
$2.69M 0.01%
36,782
+3,421
656
$2.68M 0.01%
138,261
+46,494
657
$2.67M 0.01%
158,263
+2,788
658
$2.63M 0.01%
32,634
+178
659
$2.61M 0.01%
51,331
+9,351
660
$2.61M 0.01%
95,261
+29,423
661
$2.61M 0.01%
15,116
-414
662
$2.59M 0.01%
127,198
+11,962
663
$2.59M 0.01%
14,810
+603
664
$2.58M 0.01%
115,970
+223
665
$2.58M 0.01%
27,514
+1,659
666
$2.57M 0.01%
64,208
+3,830
667
$2.57M 0.01%
22,322
+921
668
$2.56M 0.01%
21,353
+8,409
669
$2.55M 0.01%
61,867
+7,527
670
$2.54M 0.01%
17,151
+2,702
671
$2.53M 0.01%
17,355
-1,851
672
$2.52M 0.01%
12,032
+4,817
673
$2.52M 0.01%
33,891
+1,238
674
$2.52M 0.01%
24,044
+1,725
675
$2.52M 0.01%
7,302
+613
25 26
27
28 29