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
1676
$364K ﹤0.01%
8,060
-1,093
1677
$363K ﹤0.01%
30,646
1678
$363K ﹤0.01%
16,744
1679
$362K ﹤0.01%
9,120
-6,350
1680
$361K ﹤0.01%
4,706
+719
1681
$361K ﹤0.01%
18,633
-2,596
1682
$358K ﹤0.01%
3,420
+743
1683
$357K ﹤0.01%
11,520
-821
1684
$356K ﹤0.01%
12,852
1685
$356K ﹤0.01%
42,542
+9,706
1686
$355K ﹤0.01%
218,095
-15,337
1687
$355K ﹤0.01%
24,482
1688
$355K ﹤0.01%
10,591
-456
1689
$355K ﹤0.01%
+13,199
1690
$354K ﹤0.01%
12,919
+467
1691
$353K ﹤0.01%
4,318
+721
1692
$350K ﹤0.01%
47,066
-10,376
1693
$348K ﹤0.01%
121,807
+20,451
1694
$348K ﹤0.01%
34,824
1695
$348K ﹤0.01%
18,176
-164
1696
$347K ﹤0.01%
5,840
-984
1697
$347K ﹤0.01%
7,211
-2,518
1698
$347K ﹤0.01%
13,774
+454
1699
$346K ﹤0.01%
270
1700
$345K ﹤0.01%
5,919
+579
66 67
68
69 70