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
951
$1.47M 0.01%
31,327
+278
952
$1.47M 0.01%
15,632
-4,158
953
$1.47M 0.01%
7,745
+1,805
954
$1.47M 0.01%
14,678
+2,180
955
$1.46M 0.01%
27,675
+228
956
$1.46M 0.01%
5,058
+3,892
957
$1.46M 0.01%
12,115
-498
958
$1.46M 0.01%
5,019
+468
959
$1.46M 0.01%
9,133
+3,637
960
$1.45M 0.01%
157,462
961
$1.45M 0.01%
33,778
+7,283
962
$1.45M 0.01%
5,371
+449
963
$1.45M 0.01%
59,275
+10,766
964
$1.45M 0.01%
31,766
-3,795
965
$1.44M 0.01%
53,954
-8
966
$1.44M 0.01%
18,287
-221
967
$1.44M 0.01%
14,229
+1,627
968
$1.43M 0.01%
25,774
+10,040
969
$1.43M 0.01%
77,194
+23,712
970
$1.42M 0.01%
44,415
+3,012
971
$1.42M 0.01%
316,411
+131,195
972
$1.41M 0.01%
10,593
+95
973
$1.41M 0.01%
53,620
+2,108
974
$1.41M 0.01%
16,133
+1,053
975
$1.4M 0.01%
73,163
+8,230
37 38
39
40 41