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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
1551
$3K ﹤0.01%
+133
1552
$3K ﹤0.01%
+39
1553
$3K ﹤0.01%
20
1554
$3K ﹤0.01%
80
+49
1555
$3K ﹤0.01%
+183,658
1556
$3K ﹤0.01%
43
1557
$3K ﹤0.01%
+153
1558
$3K ﹤0.01%
231
-90
1559
$3K ﹤0.01%
+78
1560
$3K ﹤0.01%
14
1561
$3K ﹤0.01%
717
+137
1562
$3K ﹤0.01%
47
1563
$3K ﹤0.01%
118
-4
1564
$3K ﹤0.01%
1,003
+443
1565
$3K ﹤0.01%
69
+13
1566
$3K ﹤0.01%
168
1567
$3K ﹤0.01%
175
1568
$3K ﹤0.01%
243
+74
1569
$3K ﹤0.01%
46
1570
$3K ﹤0.01%
93
+24
1571
$3K ﹤0.01%
355
1572
$3K ﹤0.01%
77
+42
1573
$3K ﹤0.01%
18
1574
$3K ﹤0.01%
109
+26
1575
$3K ﹤0.01%
43
61 62
63
64 65