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
$7.06B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$56M
2
+$35.5M
3
+$29.1M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$25.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$21M

Top Sells

1
+$76.4M
2
+$20.3M
3
+$17M
4
PGX icon
Invesco Preferred ETF
PGX
+$15.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.3M

Sector Composition

1 Technology 40.17%
2 Consumer Discretionary 6.79%
3 Healthcare 3.61%
4 Financials 3.09%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
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