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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
776
$14K ﹤0.01%
+180
777
$14K ﹤0.01%
+256
778
$14K ﹤0.01%
+500
779
$14K ﹤0.01%
+2,296
780
$14K ﹤0.01%
+159
781
$14K ﹤0.01%
+146
782
$14K ﹤0.01%
+139
783
$14K ﹤0.01%
+1,225
784
$14K ﹤0.01%
+150
785
$14K ﹤0.01%
+225
786
$14K ﹤0.01%
+470
787
$14K ﹤0.01%
+1,600
788
$14K ﹤0.01%
+608
789
$14K ﹤0.01%
+134
790
$14K ﹤0.01%
+1,190
791
$14K ﹤0.01%
+275
792
$13K ﹤0.01%
+336
793
$13K ﹤0.01%
+1,066
794
$13K ﹤0.01%
+329
795
$13K ﹤0.01%
+151
796
$13K ﹤0.01%
+182
797
$13K ﹤0.01%
+312
798
$13K ﹤0.01%
+789
799
$13K ﹤0.01%
+920
800
$13K ﹤0.01%
+100
30 31
32
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