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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
1451
$1K ﹤0.01%
+30
1452
$1K ﹤0.01%
+137
1453
$1K ﹤0.01%
+32
1454
$1K ﹤0.01%
+44
1455
$1K ﹤0.01%
+25
1456
$1K ﹤0.01%
+20
1457
$1K ﹤0.01%
+205
1458
$1K ﹤0.01%
+166
1459
$1K ﹤0.01%
+12
1460
$1K ﹤0.01%
+49
1461
$1K ﹤0.01%
+111
1462
$1K ﹤0.01%
+21
1463
$1K ﹤0.01%
+86
1464
$1K ﹤0.01%
+52
1465
$1K ﹤0.01%
+33
1466
$1K ﹤0.01%
+32
1467
$1K ﹤0.01%
+57
1468
$1K ﹤0.01%
+437
1469
$1K ﹤0.01%
+125
1470
$1K ﹤0.01%
+185
1471
$1K ﹤0.01%
+82
1472
$1K ﹤0.01%
+20
1473
$1K ﹤0.01%
+91
1474
$1K ﹤0.01%
+37
1475
$1K ﹤0.01%
+13
57 58
59
60 61