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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
1401
$2K ﹤0.01%
+144
1402
$2K ﹤0.01%
+70
1403
$2K ﹤0.01%
+81
1404
$2K ﹤0.01%
+94
1405
$2K ﹤0.01%
+83
1406
$2K ﹤0.01%
+48
1407
$2K ﹤0.01%
+58
1408
$2K ﹤0.01%
+91
1409
$2K ﹤0.01%
+38
1410
$2K ﹤0.01%
+106
1411
$2K ﹤0.01%
+112
1412
$2K ﹤0.01%
+27
1413
$2K ﹤0.01%
+202
1414
$2K ﹤0.01%
+64
1415
$2K ﹤0.01%
+20
1416
$2K ﹤0.01%
+59
1417
$2K ﹤0.01%
+37
1418
$2K ﹤0.01%
+21
1419
$2K ﹤0.01%
+54
1420
$2K ﹤0.01%
+72
1421
$2K ﹤0.01%
+18
1422
$2K ﹤0.01%
+28
1423
$2K ﹤0.01%
+40
1424
$2K ﹤0.01%
+36
1425
$2K ﹤0.01%
+65
55 56
57
58 59