CAM

Cresset Asset Management Portfolio holdings

AUM $23.5B
1-Year Est. Return 23.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.56B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Sells

1 +$34.7M
2 +$34M
3 +$17.5M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$16.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$6.58M

Sector Composition

1 Technology 40.8%
2 Consumer Discretionary 5.87%
3 Healthcare 3.6%
4 Financials 2.23%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
-13,500