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
1176
$918K ﹤0.01%
22,664
+4,655
1177
$916K ﹤0.01%
30,145
-2,737
1178
$914K ﹤0.01%
5,251
-393
1179
$910K ﹤0.01%
28,518
+7,601
1180
$906K ﹤0.01%
45,316
1181
$906K ﹤0.01%
26,841
+1,996
1182
$903K ﹤0.01%
7,265
+310
1183
$901K ﹤0.01%
6,857
-1,375
1184
$901K ﹤0.01%
23,833
-752
1185
$900K ﹤0.01%
17,411
-4,281
1186
$899K ﹤0.01%
9,400
-3,180
1187
$898K ﹤0.01%
16,137
+6,719
1188
$898K ﹤0.01%
79,849
+13,790
1189
$894K ﹤0.01%
5,061
+960
1190
$890K ﹤0.01%
11,194
+2,429
1191
$887K ﹤0.01%
33,189
+7,990
1192
$885K ﹤0.01%
23,958
-2,270
1193
$883K ﹤0.01%
9,729
-1,064
1194
$883K ﹤0.01%
18,054
-100
1195
$882K ﹤0.01%
6,866
-256
1196
$881K ﹤0.01%
6,043
+979
1197
$880K ﹤0.01%
64,462
+30,847
1198
$879K ﹤0.01%
9,821
+1,733
1199
$875K ﹤0.01%
19,423
+7,381
1200
$873K ﹤0.01%
18,481
46 47
48
49 50