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
701
$2.38M 0.01%
89,833
+7,388
702
$2.38M 0.01%
27,845
+99
703
$2.38M 0.01%
73,551
+4,050
704
$2.38M 0.01%
19,775
-159
705
$2.37M 0.01%
60,439
+23,101
706
$2.37M 0.01%
21,469
-42,286
707
$2.36M 0.01%
65,588
-5,981
708
$2.36M 0.01%
14,456
+3,019
709
$2.35M 0.01%
9,707
+1,791
710
$2.35M 0.01%
28,919
+2,921
711
$2.35M 0.01%
29,859
-4,110
712
$2.35M 0.01%
92,289
+46,602
713
$2.34M 0.01%
73,740
+5,894
714
$2.34M 0.01%
12,970
+140
715
$2.34M 0.01%
26,925
+3,291
716
$2.34M 0.01%
25,654
+1,616
717
$2.33M 0.01%
10,185
+3,198
718
$2.33M 0.01%
52,102
-2,241
719
$2.33M 0.01%
24,243
-36
720
$2.32M 0.01%
31,593
-393
721
$2.31M 0.01%
5,688
+1,222
722
$2.31M 0.01%
33,395
+1,706
723
$2.31M 0.01%
9,107
+5,394
724
$2.31M 0.01%
98,616
-812
725
$2.3M 0.01%
181,946
-900
27 28
29
30 31