CAM

Cresset Asset Management Portfolio holdings

AUM $23.5B
1-Year Est. Return 23.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.62B
AUM Growth
-$744M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Sells

1 +$89.4M
2 +$52.5M
3 +$24.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.9M
5
MSFT icon
Microsoft
MSFT
+$16.2M

Sector Composition

1 Technology 35.58%
2 Consumer Discretionary 4.69%
3 Financials 2.77%
4 Healthcare 2.46%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
-35,102
1202
-9,843