CAM

Cresset Asset Management Portfolio holdings

AUM $25.8B
1-Year Est. Return 27.13%
This Quarter Est. Return
1 Year Est. Return
+27.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.8B
AUM Growth
+$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,135
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$93M
3
+$44.9M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$36.6M
5
RDDT icon
Reddit
RDDT
+$33.2M

Top Sells

1
+$191M
2
+$30.4M
3
+$21.9M
4
ARKB icon
ARK 21Shares Bitcoin ETF
ARKB
+$9.79M
5
BRO icon
Brown & Brown
BRO
+$8.33M

Sector Composition

1 Technology 23.61%
2 Healthcare 5.83%
3 Financials 5.77%
4 Industrials 5.25%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$755K ﹤0.01%
4,273
-36
1277
$752K ﹤0.01%
6,331
-5,496
1278
$751K ﹤0.01%
5,156
+1,198
1279
$751K ﹤0.01%
19,365
+1,523
1280
$751K ﹤0.01%
14,921
+1,934
1281
$750K ﹤0.01%
37,709
+507
1282
$749K ﹤0.01%
13,120
-2,735
1283
$748K ﹤0.01%
36,946
+1,788
1284
$747K ﹤0.01%
25,388
-9,020
1285
$747K ﹤0.01%
8,102
+51
1286
$746K ﹤0.01%
20,889
+1,956
1287
$746K ﹤0.01%
10,952
-2,097
1288
$745K ﹤0.01%
9,168
+3,243
1289
$743K ﹤0.01%
2,330
+684
1290
$740K ﹤0.01%
41,355
-19,095
1291
$740K ﹤0.01%
7,065
+1,184
1292
$739K ﹤0.01%
5,977
+44
1293
$737K ﹤0.01%
13,082
+3,718
1294
$732K ﹤0.01%
3,801
+189
1295
$730K ﹤0.01%
22,359
-31
1296
$728K ﹤0.01%
15,381
+970
1297
$728K ﹤0.01%
12,902
-2,427
1298
$725K ﹤0.01%
1,857
+310
1299
$724K ﹤0.01%
3,788
+22
1300
$724K ﹤0.01%
50,757
+10,833
50 51
52
53 54