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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
1376
$2K ﹤0.01%
+221
1377
$2K ﹤0.01%
+46
1378
$2K ﹤0.01%
+41
1379
$2K ﹤0.01%
+153
1380
$2K ﹤0.01%
+67
1381
$2K ﹤0.01%
+115
1382
$2K ﹤0.01%
+111
1383
$2K ﹤0.01%
+20
1384
$2K ﹤0.01%
+97
1385
$2K ﹤0.01%
+48
1386
$2K ﹤0.01%
+94
1387
$2K ﹤0.01%
+47
1388
$2K ﹤0.01%
+181
1389
$2K ﹤0.01%
+82
1390
$2K ﹤0.01%
+116
1391
$2K ﹤0.01%
+95
1392
$2K ﹤0.01%
+54
1393
$2K ﹤0.01%
+356
1394
$2K ﹤0.01%
+42
1395
$2K ﹤0.01%
+42
1396
$2K ﹤0.01%
+14
1397
$2K ﹤0.01%
+48
1398
$2K ﹤0.01%
+36
1399
$2K ﹤0.01%
+98
1400
$2K ﹤0.01%
+76
54 55
56
57 58