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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
$1.68B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,788
New
Increased
Reduced
Closed

Top Buys

1
+$687M
2
+$183M
3
+$167M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$144M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$107M

Top Sells

No sells this quarter

Sector Composition

1 Technology 37.3%
2 Consumer Discretionary 7.22%
3 Healthcare 3.21%
4 Financials 1.85%
5 Industrials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$21K ﹤0.01%
+211
702
$21K ﹤0.01%
+544
703
$21K ﹤0.01%
+404
704
$21K ﹤0.01%
+543
705
$20K ﹤0.01%
+300
706
$20K ﹤0.01%
+586
707
$20K ﹤0.01%
+823
708
$20K ﹤0.01%
+637
709
$20K ﹤0.01%
+690
710
$20K ﹤0.01%
+1,410
711
$20K ﹤0.01%
+464
712
$20K ﹤0.01%
+356
713
$20K ﹤0.01%
+455
714
$19K ﹤0.01%
+167
715
$19K ﹤0.01%
+88
716
$19K ﹤0.01%
+78
717
$19K ﹤0.01%
+477
718
$19K ﹤0.01%
+1,550
719
$19K ﹤0.01%
+1,289
720
$19K ﹤0.01%
+801
721
$19K ﹤0.01%
+425
722
$19K ﹤0.01%
+321
723
$19K ﹤0.01%
+424
724
$19K ﹤0.01%
+820
725
$19K ﹤0.01%
+415
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