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
851
$1.77M 0.01%
20,009
+192
852
$1.77M 0.01%
13,330
-3
853
$1.77M 0.01%
24,343
-222
854
$1.76M 0.01%
22,264
+1,330
855
$1.75M 0.01%
10,900
+1,740
856
$1.74M 0.01%
6,852
-248
857
$1.74M 0.01%
55,416
+2,777
858
$1.74M 0.01%
4,697
+880
859
$1.74M 0.01%
24,750
-814
860
$1.73M 0.01%
6,921
+113
861
$1.73M 0.01%
6,079
+15
862
$1.72M 0.01%
30,182
+8,781
863
$1.72M 0.01%
118,661
864
$1.72M 0.01%
+32,994
865
$1.72M 0.01%
25,936
-1,892
866
$1.72M 0.01%
8,188
+823
867
$1.72M 0.01%
49,904
+4,158
868
$1.72M 0.01%
109,539
-318
869
$1.71M 0.01%
21,557
+10,813
870
$1.71M 0.01%
36,168
+11,778
871
$1.7M 0.01%
31,293
+2,321
872
$1.69M 0.01%
15,992
+3,975
873
$1.69M 0.01%
5,787
-379
874
$1.69M 0.01%
3,668
+7
875
$1.69M 0.01%
53,650
+11,642
33 34
35
36 37