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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
$22.7B
AUM Growth
+$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,523
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$92.2M
3
+$42.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$35.1M
5
GLD icon
SPDR Gold Trust
GLD
+$26.7M

Top Sells

1
+$573M
2
+$51.2M
3
+$20.8M
4
PLTR icon
Palantir
PLTR
+$11M
5
STZ icon
Constellation Brands
STZ
+$7.18M

Sector Composition

1 Technology 23.56%
2 Financials 7.25%
3 Communication Services 6.25%
4 Industrials 3.08%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$335K ﹤0.01%
11,083
+1,274
1177
$334K ﹤0.01%
+9,236
1178
$333K ﹤0.01%
16,716
1179
$332K ﹤0.01%
4,452
+173
1180
$331K ﹤0.01%
+1,966
1181
$330K ﹤0.01%
3,742
+82
1182
$328K ﹤0.01%
2,931
+439
1183
$327K ﹤0.01%
8,015
-248
1184
$325K ﹤0.01%
4,191
-1,282
1185
$325K ﹤0.01%
1,789
1186
$325K ﹤0.01%
6,364
+45
1187
$324K ﹤0.01%
+2,515
1188
$323K ﹤0.01%
6,795
+962
1189
$320K ﹤0.01%
30,070
+595
1190
$320K ﹤0.01%
11,000
1191
$320K ﹤0.01%
+1,832
1192
$318K ﹤0.01%
4,183
+110
1193
$315K ﹤0.01%
4,876
1194
$313K ﹤0.01%
11,037
-1,825
1195
$313K ﹤0.01%
8,294
1196
$313K ﹤0.01%
3,317
+9
1197
$311K ﹤0.01%
+9,371
1198
$311K ﹤0.01%
3,673
+707
1199
$309K ﹤0.01%
+2,998
1200
$309K ﹤0.01%
590
+185
46 47
48
49 50