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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
$2.58B
AUM Growth
+$894M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,211
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$38M
3
+$36.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$34.6M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$32.9M

Top Sells

1
+$2.89M
2
+$2.37M
3
+$2.37M
4
CRMD icon
CorMedix
CRMD
+$2.13M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$1.58M

Sector Composition

1 Technology 38.05%
2 Consumer Discretionary 7.43%
3 Healthcare 2.89%
4 Financials 1.96%
5 Industrials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$3K ﹤0.01%
231
+10
1527
$3K ﹤0.01%
25
1528
$3K ﹤0.01%
+124
1529
$3K ﹤0.01%
+234
1530
$3K ﹤0.01%
68
+56
1531
$3K ﹤0.01%
161
+46
1532
$3K ﹤0.01%
+162
1533
$3K ﹤0.01%
94
+89
1534
$3K ﹤0.01%
+115,417
1535
$3K ﹤0.01%
19
+11
1536
$3K ﹤0.01%
185
1537
$3K ﹤0.01%
118
1538
$3K ﹤0.01%
+19
1539
$3K ﹤0.01%
1,403
+624
1540
$3K ﹤0.01%
76
1541
$3K ﹤0.01%
79
1542
$3K ﹤0.01%
70
1543
$3K ﹤0.01%
91
1544
$3K ﹤0.01%
59
1545
$3K ﹤0.01%
161
1546
$3K ﹤0.01%
68
-4
1547
$3K ﹤0.01%
65
-75
1548
$3K ﹤0.01%
30
1549
$3K ﹤0.01%
54
1550
$3K ﹤0.01%
181
+166
60 61
62
63 64