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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
1676
$2K ﹤0.01%
+66
1677
$2K ﹤0.01%
79
+21
1678
$2K ﹤0.01%
111
1679
$2K ﹤0.01%
16
1680
$2K ﹤0.01%
97
1681
$2K ﹤0.01%
90
-96
1682
$2K ﹤0.01%
48
1683
$2K ﹤0.01%
76
+34
1684
$2K ﹤0.01%
108
1685
$2K ﹤0.01%
98
1686
$2K ﹤0.01%
314
+177
1687
$2K ﹤0.01%
40
+8
1688
$2K ﹤0.01%
37
-11
1689
$2K ﹤0.01%
187
+149
1690
$2K ﹤0.01%
38
+8
1691
$2K ﹤0.01%
+27
1692
$2K ﹤0.01%
77
-14
1693
$2K ﹤0.01%
112
+6
1694
$2K ﹤0.01%
+25
1695
$2K ﹤0.01%
112
1696
$2K ﹤0.01%
20
-7
1697
$2K ﹤0.01%
+37
1698
$2K ﹤0.01%
202
1699
$2K ﹤0.01%
64
1700
$2K ﹤0.01%
185
+94
66 67
68
69 70