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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
901
$8K ﹤0.01%
+186
902
$8K ﹤0.01%
+239
903
$8K ﹤0.01%
+270
904
$8K ﹤0.01%
+147
905
$8K ﹤0.01%
+277
906
$8K ﹤0.01%
+174
907
$8K ﹤0.01%
+8
908
$8K ﹤0.01%
+300
909
$8K ﹤0.01%
+175
910
$8K ﹤0.01%
+520
911
$8K ﹤0.01%
+338
912
$8K ﹤0.01%
+159
913
$8K ﹤0.01%
+512
914
$8K ﹤0.01%
+213
915
$8K ﹤0.01%
+218
916
$8K ﹤0.01%
+257
917
$8K ﹤0.01%
+294
918
$8K ﹤0.01%
+24
919
$8K ﹤0.01%
+193
920
$7K ﹤0.01%
+93
921
$7K ﹤0.01%
+58
922
$7K ﹤0.01%
+199
923
$7K ﹤0.01%
+101
924
$7K ﹤0.01%
+210
925
$7K ﹤0.01%
+122
35 36
37
38 39