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
776
$2.07M 0.01%
139,781
+2,368
777
$2.07M 0.01%
9,383
+6,301
778
$2.06M 0.01%
7,488
+1,268
779
$2.06M 0.01%
15,934
+1,386
780
$2.05M 0.01%
47,224
-14,654
781
$2.05M 0.01%
16,549
-3,925
782
$2.05M 0.01%
34,719
-3,388
783
$2.05M 0.01%
16,429
+1,187
784
$2.04M 0.01%
93,200
+21,470
785
$2.04M 0.01%
127,341
+536
786
$2.04M 0.01%
46,444
+2,454
787
$2.03M 0.01%
64,124
+11,717
788
$2.03M 0.01%
34,148
-13,344
789
$2.02M 0.01%
5,385
+374
790
$2.02M 0.01%
16,717
+2,615
791
$2.01M 0.01%
55,721
+8,645
792
$2.01M 0.01%
110,758
+10,845
793
$2.01M 0.01%
28,029
+43
794
$2.01M 0.01%
4,310
+109
795
$2.01M 0.01%
101,429
+11,250
796
$2M 0.01%
5,300
-63
797
$1.99M 0.01%
12,794
-674
798
$1.99M 0.01%
13,351
-2,778
799
$1.99M 0.01%
+42,130
800
$1.98M 0.01%
56,496
+4,771
30 31
32
33 34