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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
926
$7K ﹤0.01%
+118
927
$7K ﹤0.01%
+71
928
$7K ﹤0.01%
+164
929
$7K ﹤0.01%
+79
930
$7K ﹤0.01%
+94
931
$7K ﹤0.01%
+362
932
$7K ﹤0.01%
+142
933
$7K ﹤0.01%
+407
934
$7K ﹤0.01%
+92
935
$7K ﹤0.01%
+441
936
$7K ﹤0.01%
+108
937
$7K ﹤0.01%
+160
938
$7K ﹤0.01%
+252
939
$7K ﹤0.01%
+125
940
$7K ﹤0.01%
+246
941
$7K ﹤0.01%
+695
942
$7K ﹤0.01%
+731
943
$7K ﹤0.01%
+258
944
$7K ﹤0.01%
+422
945
$7K ﹤0.01%
+278
946
$7K ﹤0.01%
+123
947
$7K ﹤0.01%
+202
948
$7K ﹤0.01%
+400
949
$7K ﹤0.01%
+66
950
$7K ﹤0.01%
+89
36 37
38
39 40