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
901
$1.6M 0.01%
16,091
-41,755
902
$1.6M 0.01%
5,428
+320
903
$1.6M 0.01%
3,245
-226
904
$1.6M 0.01%
6,458
+739
905
$1.59M 0.01%
38,679
-7,790
906
$1.59M 0.01%
10,268
+722
907
$1.58M 0.01%
33,550
+5,279
908
$1.58M 0.01%
42,941
909
$1.58M 0.01%
3,614
+229
910
$1.58M 0.01%
5,493
+763
911
$1.58M 0.01%
14,307
-530
912
$1.58M 0.01%
23,605
+6,425
913
$1.58M 0.01%
21,422
+1,757
914
$1.57M 0.01%
44,162
-7,373
915
$1.57M 0.01%
8,595
+2,004
916
$1.57M 0.01%
18,252
+2,087
917
$1.56M 0.01%
14,758
+410
918
$1.56M 0.01%
10,708
+816
919
$1.56M 0.01%
19,178
-770
920
$1.56M 0.01%
40,918
921
$1.56M 0.01%
9,456
+2,785
922
$1.56M 0.01%
53,616
+3,908
923
$1.56M 0.01%
12,647
+4,551
924
$1.55M 0.01%
7,972
+1,230
925
$1.55M 0.01%
29,197
+403
35 36
37
38 39