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
676
$2.52M 0.01%
11,867
-838
677
$2.51M 0.01%
27,604
+1,896
678
$2.51M 0.01%
43,890
-3,131
679
$2.51M 0.01%
25,199
+5,230
680
$2.51M 0.01%
237,271
-19,819
681
$2.49M 0.01%
164,714
-125,664
682
$2.49M 0.01%
14,020
+128
683
$2.48M 0.01%
54,582
+5,813
684
$2.48M 0.01%
60,374
+12,782
685
$2.47M 0.01%
60,049
+3,672
686
$2.46M 0.01%
342,978
687
$2.45M 0.01%
36,059
+6,094
688
$2.45M 0.01%
41,238
+6,197
689
$2.45M 0.01%
10,523
+2,139
690
$2.45M 0.01%
5,714
+382
691
$2.44M 0.01%
24,832
+10,223
692
$2.43M 0.01%
46,497
+5,002
693
$2.42M 0.01%
29,043
+10
694
$2.41M 0.01%
42,963
-1,509
695
$2.41M 0.01%
80,254
+4,370
696
$2.41M 0.01%
170,892
+6,349
697
$2.41M 0.01%
18,280
+100
698
$2.4M 0.01%
29,668
-1,911
699
$2.39M 0.01%
36,893
+12,528
700
$2.39M 0.01%
26,347
+1,182
26 27
28
29 30