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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
1776
– –
0
1777
$1K ﹤0.01%
+13
1778
$1K ﹤0.01%
+66
1779
$1K ﹤0.01%
66
-63
1780
$1K ﹤0.01%
90
+18
1781
$1K ﹤0.01%
+18
1782
$1K ﹤0.01%
18
-69
1783
$1K ﹤0.01%
+25
1784
$1K ﹤0.01%
29
1785
$1K ﹤0.01%
+31
1786
$1K ﹤0.01%
+17
1787
$1K ﹤0.01%
+45
1788
$1K ﹤0.01%
159
+74
1789
$1K ﹤0.01%
+87
1790
$1K ﹤0.01%
21
1791
$1K ﹤0.01%
215
1792
$1K ﹤0.01%
47
-158
1793
$1K ﹤0.01%
+26
1794
$1K ﹤0.01%
50,152
+50,115
1795
$1K ﹤0.01%
+381
1796
$1K ﹤0.01%
356
+136
1797
$1K ﹤0.01%
147
+29
1798
$1K ﹤0.01%
286
-543
1799
$1K ﹤0.01%
169
1800
$1K ﹤0.01%
+100
70 71
72
73 74