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
876
$1.68M 0.01%
26,321
+8,213
877
$1.68M 0.01%
55,212
+3,911
878
$1.68M 0.01%
43,364
-953
879
$1.68M 0.01%
25,158
+1,568
880
$1.67M 0.01%
64,590
+4,103
881
$1.67M 0.01%
52,919
+8,159
882
$1.66M 0.01%
15,799
-1,185
883
$1.66M 0.01%
7,569
+195
884
$1.66M 0.01%
76,165
+3,591
885
$1.66M 0.01%
75,115
+25,557
886
$1.65M 0.01%
27,466
+380
887
$1.65M 0.01%
22,449
+10,466
888
$1.64M 0.01%
9,538
+847
889
$1.64M 0.01%
9,328
+1,719
890
$1.64M 0.01%
20,227
+4,606
891
$1.63M 0.01%
12,577
-658
892
$1.63M 0.01%
19,540
+9,137
893
$1.62M 0.01%
19,241
+963
894
$1.62M 0.01%
4,929
+270
895
$1.62M 0.01%
54,294
-21,048
896
$1.62M 0.01%
34,499
+37
897
$1.62M 0.01%
57,141
+1,952
898
$1.61M 0.01%
25,960
+656
899
$1.61M 0.01%
13,718
-2,478
900
$1.61M 0.01%
6,521
+339
34 35
36
37 38