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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
1301
$252K ﹤0.01%
+3,211
1302
$252K ﹤0.01%
12,569
1303
$251K ﹤0.01%
1,035
-8
1304
$251K ﹤0.01%
4,362
+10
1305
$251K ﹤0.01%
3,034
+530
1306
$250K ﹤0.01%
182,844
+5,540
1307
$250K ﹤0.01%
1,867
+187
1308
$250K ﹤0.01%
3,013
+200
1309
$250K ﹤0.01%
8,028
1310
$250K ﹤0.01%
+3,115
1311
$249K ﹤0.01%
183,343
1312
$248K ﹤0.01%
2,500
1313
$248K ﹤0.01%
3,928
+15
1314
$248K ﹤0.01%
6,796
1315
$248K ﹤0.01%
1,301
+45
1316
$247K ﹤0.01%
24,735
-11,303
1317
$246K ﹤0.01%
+3,923
1318
$246K ﹤0.01%
+2,518
1319
$246K ﹤0.01%
4,468
+119
1320
$244K ﹤0.01%
13,061
+3
1321
$243K ﹤0.01%
+4,689
1322
$243K ﹤0.01%
10,030
-2,740
1323
$242K ﹤0.01%
19,745
+3,640
1324
$241K ﹤0.01%
3,732
1325
$241K ﹤0.01%
948
+23
51 52
53
54 55