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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
1176
$3K ﹤0.01%
+180
1177
$3K ﹤0.01%
+64
1178
$3K ﹤0.01%
+100
1179
$3K ﹤0.01%
+346
1180
$3K ﹤0.01%
+153
1181
$3K ﹤0.01%
+144
1182
$3K ﹤0.01%
+145
1183
$3K ﹤0.01%
+219
1184
$3K ﹤0.01%
+100
1185
$3K ﹤0.01%
+43
1186
$3K ﹤0.01%
+74
1187
$3K ﹤0.01%
+193
1188
$3K ﹤0.01%
+14
1189
$3K ﹤0.01%
+33
1190
$3K ﹤0.01%
+28
1191
$3K ﹤0.01%
+166
1192
$3K ﹤0.01%
+25
1193
$3K ﹤0.01%
+68
1194
$3K ﹤0.01%
+23
1195
$3K ﹤0.01%
+32
1196
$3K ﹤0.01%
+28
1197
$3K ﹤0.01%
+55
1198
$3K ﹤0.01%
+131
1199
$3K ﹤0.01%
+49
1200
$3K ﹤0.01%
+45
46 47
48
49 50