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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
1651
$2K ﹤0.01%
101
1652
$2K ﹤0.01%
280
1653
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30
1654
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15
+7
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69
+11
1656
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1657
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+19
1658
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94
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100
-159
1660
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1661
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83
+1
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$2K ﹤0.01%
80
+34
1664
$2K ﹤0.01%
26
1665
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126
1666
$2K ﹤0.01%
+40
1667
$2K ﹤0.01%
102
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1668
$2K ﹤0.01%
15
1669
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+121
1670
$2K ﹤0.01%
51
1671
$2K ﹤0.01%
37
1672
$2K ﹤0.01%
33
-8
1673
$2K ﹤0.01%
153
1674
$2K ﹤0.01%
150
+50
1675
$2K ﹤0.01%
67
65 66
67
68 69