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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
1301
$2K ﹤0.01%
+75
1302
$2K ﹤0.01%
+120
1303
$2K ﹤0.01%
+29
1304
$2K ﹤0.01%
+74
1305
$2K ﹤0.01%
+56
1306
$2K ﹤0.01%
+43
1307
$2K ﹤0.01%
+153
1308
$2K ﹤0.01%
+5
1309
$2K ﹤0.01%
+100
1310
$2K ﹤0.01%
+41
1311
$2K ﹤0.01%
+73
1312
$2K ﹤0.01%
+333
1313
$2K ﹤0.01%
+30
1314
$2K ﹤0.01%
+93
1315
$2K ﹤0.01%
+121
1316
$2K ﹤0.01%
+39
1317
$2K ﹤0.01%
+699
1318
$2K ﹤0.01%
+49
1319
$2K ﹤0.01%
+41
1320
$2K ﹤0.01%
+95
1321
$2K ﹤0.01%
+90
1322
$2K ﹤0.01%
+40
1323
$2K ﹤0.01%
+60
1324
$2K ﹤0.01%
+178
1325
$2K ﹤0.01%
+22
51 52
53
54 55