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
$25.8B
AUM Growth
+$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,135
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$93M
3
+$44.9M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$36.6M
5
RDDT icon
Reddit
RDDT
+$33.2M

Top Sells

1
+$191M
2
+$30.4M
3
+$21.9M
4
ARKB icon
ARK 21Shares Bitcoin ETF
ARKB
+$9.79M
5
BRO icon
Brown & Brown
BRO
+$8.33M

Sector Composition

1 Technology 23.61%
2 Healthcare 5.83%
3 Financials 5.77%
4 Industrials 5.25%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$452K ﹤0.01%
+43,839
1552
$452K ﹤0.01%
1,765
+371
1553
$451K ﹤0.01%
41,539
-8,967
1554
$448K ﹤0.01%
15,648
-1,837
1555
$448K ﹤0.01%
4,390
+167
1556
$447K ﹤0.01%
5,814
+575
1557
$447K ﹤0.01%
2,653
+35
1558
$446K ﹤0.01%
30,537
-2,278
1559
$446K ﹤0.01%
2,379
+26
1560
$445K ﹤0.01%
39,036
1561
$445K ﹤0.01%
+5,000
1562
$445K ﹤0.01%
39,619
+2,618
1563
$444K ﹤0.01%
9,201
+1,009
1564
$444K ﹤0.01%
30,126
+1,746
1565
$443K ﹤0.01%
85,652
1566
$443K ﹤0.01%
18,025
+533
1567
$442K ﹤0.01%
19,108
+1,859
1568
$442K ﹤0.01%
28,455
-487
1569
$442K ﹤0.01%
14,273
-1,777
1570
$442K ﹤0.01%
4,240
+3
1571
$441K ﹤0.01%
6,154
+7
1572
$439K ﹤0.01%
24,867
+1,223
1573
$438K ﹤0.01%
3,919
+72
1574
$438K ﹤0.01%
15,067
+72
1575
$437K ﹤0.01%
13,419
+52
61 62
63
64 65