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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
1251
$3K ﹤0.01%
+48
1252
$3K ﹤0.01%
+34
1253
$3K ﹤0.01%
+94
1254
$3K ﹤0.01%
+77
1255
$3K ﹤0.01%
+92
1256
$3K ﹤0.01%
+101
1257
$3K ﹤0.01%
+85
1258
$3K ﹤0.01%
+168
1259
$3K ﹤0.01%
+88
1260
$2K ﹤0.01%
+69
1261
$2K ﹤0.01%
+129
1262
$2K ﹤0.01%
+268
1263
$2K ﹤0.01%
+81
1264
$2K ﹤0.01%
+18
1265
$2K ﹤0.01%
+57
1266
$2K ﹤0.01%
+83
1267
$2K ﹤0.01%
+67
1268
$2K ﹤0.01%
+43
1269
$2K ﹤0.01%
+52
1270
$2K ﹤0.01%
+105
1271
$2K ﹤0.01%
+100
1272
$2K ﹤0.01%
+1,100
1273
$2K ﹤0.01%
+17
1274
$2K ﹤0.01%
+62
1275
$2K ﹤0.01%
+52
49 50
51
52 53