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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
$2.58B
AUM Growth
+$894M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,211
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$38M
3
+$36.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$34.6M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$32.9M

Top Sells

1
+$2.89M
2
+$2.37M
3
+$2.37M
4
CRMD icon
CorMedix
CRMD
+$2.13M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$1.58M

Sector Composition

1 Technology 38.05%
2 Consumer Discretionary 7.43%
3 Healthcare 2.89%
4 Financials 1.96%
5 Industrials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$10K ﹤0.01%
295
+18
1177
$10K ﹤0.01%
88
+56
1178
$10K ﹤0.01%
287
+15
1179
$10K ﹤0.01%
803
+759
1180
$10K ﹤0.01%
+172
1181
$10K ﹤0.01%
137
+92
1182
$10K ﹤0.01%
+130
1183
$10K ﹤0.01%
175
1184
$10K ﹤0.01%
+379,768
1185
$10K ﹤0.01%
416
+322
1186
$10K ﹤0.01%
294
+48
1187
$10K ﹤0.01%
+2,400
1188
$10K ﹤0.01%
40
+9
1189
$10K ﹤0.01%
366
+340
1190
$10K ﹤0.01%
724
+112
1191
$10K ﹤0.01%
+100
1192
$9K ﹤0.01%
226
+177
1193
$9K ﹤0.01%
+186
1194
$9K ﹤0.01%
524
-222
1195
$9K ﹤0.01%
+284
1196
$9K ﹤0.01%
+105
1197
$9K ﹤0.01%
182
+125
1198
$9K ﹤0.01%
100
+15
1199
$9K ﹤0.01%
111
+97
1200
$9K ﹤0.01%
+214
46 47
48
49 50