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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
1351
$5K ﹤0.01%
+224
1352
$5K ﹤0.01%
78
+3
1353
$5K ﹤0.01%
+152
1354
$5K ﹤0.01%
279
1355
$5K ﹤0.01%
+412
1356
$5K ﹤0.01%
174
-5
1357
$5K ﹤0.01%
+62
1358
$5K ﹤0.01%
+226
1359
$5K ﹤0.01%
144
+44
1360
$5K ﹤0.01%
129
+44
1361
$5K ﹤0.01%
60
+3
1362
$5K ﹤0.01%
128
+53
1363
$5K ﹤0.01%
100
1364
$5K ﹤0.01%
+1,005
1365
$5K ﹤0.01%
76
1366
$5K ﹤0.01%
+41
1367
$5K ﹤0.01%
346
1368
$5K ﹤0.01%
+72,697
1369
$5K ﹤0.01%
64
1370
$5K ﹤0.01%
+128
1371
$5K ﹤0.01%
180
+140
1372
$5K ﹤0.01%
139
+45
1373
$5K ﹤0.01%
270
+14
1374
$5K ﹤0.01%
325
+18
1375
$5K ﹤0.01%
225
+143
53 54
55
56 57