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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
1701
$2K ﹤0.01%
218
+53
1702
$2K ﹤0.01%
102
+65
1703
$2K ﹤0.01%
21
1704
$2K ﹤0.01%
60
+6
1705
$2K ﹤0.01%
+311
1706
$2K ﹤0.01%
72
1707
$2K ﹤0.01%
18
1708
$2K ﹤0.01%
83
+5
1709
$2K ﹤0.01%
28
1710
$2K ﹤0.01%
14
1711
$2K ﹤0.01%
139
1712
$2K ﹤0.01%
59
1713
$2K ﹤0.01%
59
1714
$2K ﹤0.01%
25
+18
1715
$2K ﹤0.01%
61
1716
$2K ﹤0.01%
+63
1717
$2K ﹤0.01%
+23
1718
$2K ﹤0.01%
+116
1719
$2K ﹤0.01%
257
1720
$2K ﹤0.01%
146
1721
$2K ﹤0.01%
268
1722
$2K ﹤0.01%
85
+4
1723
$2K ﹤0.01%
57
1724
$2K ﹤0.01%
70
+3
1725
$2K ﹤0.01%
52
67 68
69
70 71