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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
1351
$2K ﹤0.01%
+25
1352
$2K ﹤0.01%
+66
1353
$2K ﹤0.01%
+57
1354
$2K ﹤0.01%
+371
1355
$2K ﹤0.01%
+94
1356
$2K ﹤0.01%
+91
1357
$2K ﹤0.01%
+50
1358
$2K ﹤0.01%
+55
1359
$2K ﹤0.01%
+24
1360
$2K ﹤0.01%
+82
1361
$2K ﹤0.01%
+101
1362
$2K ﹤0.01%
+26
1363
$2K ﹤0.01%
+102
1364
$2K ﹤0.01%
+28
1365
$2K ﹤0.01%
+126
1366
$2K ﹤0.01%
+18
1367
$2K ﹤0.01%
+27
1368
$2K ﹤0.01%
+97
1369
$2K ﹤0.01%
+15
1370
$2K ﹤0.01%
+30
1371
$2K ﹤0.01%
+110
1372
$2K ﹤0.01%
+65
1373
$2K ﹤0.01%
+9
1374
$2K ﹤0.01%
+51
1375
$2K ﹤0.01%
+82
53 54
55
56 57