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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
1251
$283K ﹤0.01%
1,301
+104
1252
$282K ﹤0.01%
2,651
+332
1253
$282K ﹤0.01%
2,348
1254
$281K ﹤0.01%
5,500
1255
$281K ﹤0.01%
3,960
-55
1256
$279K ﹤0.01%
+8,159
1257
$278K ﹤0.01%
10,065
1258
$276K ﹤0.01%
+182,990
1259
$276K ﹤0.01%
23,629
+877
1260
$276K ﹤0.01%
2,176
1261
$274K ﹤0.01%
10,059
-47
1262
$274K ﹤0.01%
10,032
1263
$273K ﹤0.01%
+1,195
1264
$273K ﹤0.01%
953
+14
1265
$271K ﹤0.01%
35,922
1266
$271K ﹤0.01%
24,664
1267
$271K ﹤0.01%
+9,090
1268
$270K ﹤0.01%
1,812
+127
1269
$269K ﹤0.01%
1,689
+192
1270
$268K ﹤0.01%
4,100
+1
1271
$268K ﹤0.01%
2,716
1272
$267K ﹤0.01%
2,629
+126
1273
$266K ﹤0.01%
1,333
+6
1274
$265K ﹤0.01%
+4,096
1275
$265K ﹤0.01%
6,378
49 50
51
52 53