We are live on ! Find out more
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
1276
$265K ﹤0.01%
9,160
-353
1277
$265K ﹤0.01%
6,744
1278
$264K ﹤0.01%
1,124
+1
1279
$264K ﹤0.01%
+1,195
1280
$263K ﹤0.01%
6,077
+174
1281
$263K ﹤0.01%
1,800
1282
$261K ﹤0.01%
+5,287
1283
$261K ﹤0.01%
+667
1284
$261K ﹤0.01%
7,700
1285
$259K ﹤0.01%
1,182
-2
1286
$259K ﹤0.01%
8,785
1287
$259K ﹤0.01%
14,216
+76
1288
$259K ﹤0.01%
10,031
1289
$258K ﹤0.01%
664
+43
1290
$258K ﹤0.01%
6,795
1291
$257K ﹤0.01%
+309
1292
$257K ﹤0.01%
407
+30
1293
$256K ﹤0.01%
5,960
+15
1294
$255K ﹤0.01%
9,687
1295
$254K ﹤0.01%
+450
1296
$254K ﹤0.01%
+7,970
1297
$253K ﹤0.01%
4,146
+17
1298
$253K ﹤0.01%
21,893
1299
$252K ﹤0.01%
6,241
+1
1300
$252K ﹤0.01%
2,100
50 51
52
53 54