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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
1326
$6K ﹤0.01%
222
1327
$6K ﹤0.01%
158
1328
$6K ﹤0.01%
9
1329
$6K ﹤0.01%
110
1330
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566
+320
1331
$6K ﹤0.01%
157
+15
1332
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154
-48
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458
+79
1334
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+172
1335
$6K ﹤0.01%
+607
1336
$6K ﹤0.01%
557
1337
$6K ﹤0.01%
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1338
$6K ﹤0.01%
242
+222
1339
$6K ﹤0.01%
158
-16
1340
$5K ﹤0.01%
356
1341
$5K ﹤0.01%
145
-331
1342
$5K ﹤0.01%
194
+92
1343
$5K ﹤0.01%
281
1344
$5K ﹤0.01%
112
1345
$5K ﹤0.01%
138
+92
1346
$5K ﹤0.01%
320
1347
$5K ﹤0.01%
132
1348
$5K ﹤0.01%
151
1349
$5K ﹤0.01%
75
1350
$5K ﹤0.01%
95
52 53
54
55 56