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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
1526
$1K ﹤0.01%
+48
1527
$1K ﹤0.01%
+27
1528
$1K ﹤0.01%
+37
1529
$1K ﹤0.01%
+34
1530
$1K ﹤0.01%
+189
1531
$1K ﹤0.01%
+84
1532
$1K ﹤0.01%
+25
1533
$1K ﹤0.01%
+415
1534
$1K ﹤0.01%
+475
1535
$1K ﹤0.01%
+30
1536
$1K ﹤0.01%
+29
1537
$1K ﹤0.01%
+83
1538
$1K ﹤0.01%
+165
1539
$1K ﹤0.01%
+17
1540
$1K ﹤0.01%
+193
1541
$1K ﹤0.01%
+69
1542
$1K ﹤0.01%
+90
1543
$1K ﹤0.01%
+14
1544
$1K ﹤0.01%
+16
1545
$1K ﹤0.01%
+30
1546
$1K ﹤0.01%
+12
1547
$1K ﹤0.01%
+58
1548
$1K ﹤0.01%
+16
1549
$1K ﹤0.01%
+100
1550
$1K ﹤0.01%
+37
60 61
62
63 64