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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
976
$6K ﹤0.01%
+137
977
$6K ﹤0.01%
+62
978
$6K ﹤0.01%
+174
979
$6K ﹤0.01%
+140
980
$6K ﹤0.01%
+31
981
$6K ﹤0.01%
+166
982
$6K ﹤0.01%
+250
983
$6K ﹤0.01%
+612
984
$6K ﹤0.01%
+107
985
$6K ﹤0.01%
+177
986
$6K ﹤0.01%
+63
987
$6K ﹤0.01%
+227
988
$6K ﹤0.01%
+9
989
$6K ﹤0.01%
+224
990
$6K ﹤0.01%
+303
991
$6K ﹤0.01%
+119
992
$6K ﹤0.01%
+3
993
$6K ﹤0.01%
+435
994
$6K ﹤0.01%
+389
995
$6K ﹤0.01%
+109
996
$6K ﹤0.01%
+286
997
$6K ﹤0.01%
+178
998
$5K ﹤0.01%
+60
999
$5K ﹤0.01%
+84
1000
$5K ﹤0.01%
+49
38 39
40
41 42