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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
1626
$2K ﹤0.01%
90
1627
$2K ﹤0.01%
78
+4
1628
$2K ﹤0.01%
39
-18
1629
$2K ﹤0.01%
+271
1630
$2K ﹤0.01%
91
+46
1631
$2K ﹤0.01%
5
1632
$2K ﹤0.01%
+38
1633
$2K ﹤0.01%
41
1634
$2K ﹤0.01%
136
1635
$2K ﹤0.01%
159
-19
1636
$2K ﹤0.01%
120
1637
$2K ﹤0.01%
48
+3
1638
$2K ﹤0.01%
52
1639
$2K ﹤0.01%
143
-1,736
1640
$2K ﹤0.01%
193
1641
$2K ﹤0.01%
243
-46
1642
$2K ﹤0.01%
+115
1643
$2K ﹤0.01%
89
+35
1644
$2K ﹤0.01%
169
1645
$2K ﹤0.01%
61
+3
1646
$2K ﹤0.01%
37
-596
1647
$2K ﹤0.01%
28
1648
$2K ﹤0.01%
38
+12
1649
$2K ﹤0.01%
73
1650
$2K ﹤0.01%
89
-34
64 65
66
67 68