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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
$2.58B
AUM Growth
+$894M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,211
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$38M
3
+$36.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$34.6M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$32.9M

Top Sells

1
+$2.89M
2
+$2.37M
3
+$2.37M
4
CRMD icon
CorMedix
CRMD
+$2.13M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$1.58M

Sector Composition

1 Technology 38.05%
2 Consumer Discretionary 7.43%
3 Healthcare 2.89%
4 Financials 1.96%
5 Industrials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$7K ﹤0.01%
185
+123
1277
$7K ﹤0.01%
122
+3
1278
$7K ﹤0.01%
179
-817
1279
$7K ﹤0.01%
233
-61
1280
$7K ﹤0.01%
3
1281
$7K ﹤0.01%
+703
1282
$7K ﹤0.01%
112
+98
1283
$7K ﹤0.01%
+753
1284
$7K ﹤0.01%
+103
1285
$6K ﹤0.01%
+179
1286
$6K ﹤0.01%
173
+144
1287
$6K ﹤0.01%
+67
1288
$6K ﹤0.01%
648
+114
1289
$6K ﹤0.01%
+504
1290
$6K ﹤0.01%
138
+53
1291
$6K ﹤0.01%
101
+59
1292
$6K ﹤0.01%
62
+8
1293
$6K ﹤0.01%
+250
1294
$6K ﹤0.01%
103
1295
$6K ﹤0.01%
+73
1296
$6K ﹤0.01%
+161
1297
$6K ﹤0.01%
210
1298
$6K ﹤0.01%
80
-4
1299
$6K ﹤0.01%
140
1300
$6K ﹤0.01%
118
50 51
52
53 54