CAM

Cresset Asset Management Portfolio holdings

AUM $25.8B
1-Year Est. Return 27.13%
This Quarter Est. Return
1 Year Est. Return
+27.13%
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
+$559M
2
+$170M
3
+$150M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$131M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$98.9M

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
1451
$1K ﹤0.01%
+42
1452
$1K ﹤0.01%
+229
1453
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+130
1454
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+179
1455
$1K ﹤0.01%
+29
1456
$1K ﹤0.01%
+70
1457
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+53
1458
$1K ﹤0.01%
+141
1459
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+6
1460
$1K ﹤0.01%
+26
1461
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+43
1462
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+100
1463
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+30
1464
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+32
1465
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+84
1466
$1K ﹤0.01%
+22
1467
$1K ﹤0.01%
+22
1468
$1K ﹤0.01%
+64
1469
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+15
1470
$1K ﹤0.01%
+114
1471
$1K ﹤0.01%
+10
1472
$1K ﹤0.01%
+48
1473
$1K ﹤0.01%
+34
1474
$1K ﹤0.01%
+8
1475
$1K ﹤0.01%
+119
57 58
59
60 61