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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
1601
$1K ﹤0.01%
+58
1602
$1K ﹤0.01%
+28
1603
$1K ﹤0.01%
+26
1604
$1K ﹤0.01%
+28
1605
$1K ﹤0.01%
+73
1606
$1K ﹤0.01%
+60
1607
$1K ﹤0.01%
+121
1608
$1K ﹤0.01%
+122
1609
$1K ﹤0.01%
+38
1610
$1K ﹤0.01%
+8
1611
$1K ﹤0.01%
+89
1612
$1K ﹤0.01%
+8
1613
$1K ﹤0.01%
+20
1614
$1K ﹤0.01%
+91
1615
$1K ﹤0.01%
+16
1616
$1K ﹤0.01%
+22
1617
$1K ﹤0.01%
+96
1618
$1K ﹤0.01%
+74
1619
$1K ﹤0.01%
+26
1620
$1K ﹤0.01%
+72
1621
$1K ﹤0.01%
+29
1622
$1K ﹤0.01%
+36
1623
$1K ﹤0.01%
+30
1624
$1K ﹤0.01%
+458
1625
$1K ﹤0.01%
+35
63 64
65
66 67