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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
1326
$241K ﹤0.01%
4,462
-1,913
1327
$239K ﹤0.01%
6,777
-3
1328
$237K ﹤0.01%
16,817
+1,995
1329
$237K ﹤0.01%
30,732
+2,165
1330
$237K ﹤0.01%
10,400
1331
$237K ﹤0.01%
+6,112
1332
$237K ﹤0.01%
+1,043
1333
$237K ﹤0.01%
+4,173
1334
$236K ﹤0.01%
4,638
-8
1335
$234K ﹤0.01%
2,500
-600
1336
$233K ﹤0.01%
8,852
+1
1337
$233K ﹤0.01%
+3,537
1338
$231K ﹤0.01%
1,068
+39
1339
$231K ﹤0.01%
+2,667
1340
$231K ﹤0.01%
9,454
+190
1341
$231K ﹤0.01%
12,859
1342
$230K ﹤0.01%
+1,713
1343
$229K ﹤0.01%
+2,502
1344
$228K ﹤0.01%
+7,900
1345
$228K ﹤0.01%
+11,322
1346
$227K ﹤0.01%
+9,352
1347
$227K ﹤0.01%
4,632
+678
1348
$227K ﹤0.01%
+8,806
1349
$226K ﹤0.01%
20,131
1350
$226K ﹤0.01%
17,300
52 53
54
55 56