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
976
$1.4M 0.01%
70,947
+6,179
977
$1.4M 0.01%
38,448
+5,439
978
$1.38M 0.01%
+70,059
979
$1.37M 0.01%
26,616
+5,128
980
$1.37M 0.01%
67,958
-1,027
981
$1.36M 0.01%
12,576
+654
982
$1.36M 0.01%
92,907
+29,448
983
$1.36M 0.01%
37,445
+584
984
$1.36M 0.01%
78,464
+30,192
985
$1.36M 0.01%
+73,848
986
$1.36M 0.01%
12,787
+571
987
$1.36M 0.01%
12,000
+61
988
$1.35M 0.01%
4,668
+249
989
$1.35M 0.01%
42,647
+14,969
990
$1.34M 0.01%
162,954
+72,163
991
$1.34M 0.01%
57,022
+3,774
992
$1.34M 0.01%
44,115
993
$1.34M 0.01%
23,254
+276
994
$1.34M 0.01%
14,890
+757
995
$1.34M 0.01%
19,817
+8,601
996
$1.33M 0.01%
68,988
-240
997
$1.33M 0.01%
31,452
+1,569
998
$1.33M 0.01%
6,874
-3,274
999
$1.33M 0.01%
51,449
+13,381
1000
$1.33M 0.01%
6,754
+811
38 39
40
41 42