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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
1826
$1K ﹤0.01%
+9
1827
$1K ﹤0.01%
71
+21
1828
$1K ﹤0.01%
11
1829
$1K ﹤0.01%
60
1830
$1K ﹤0.01%
15
1831
$1K ﹤0.01%
20
+3
1832
$1K ﹤0.01%
30
-115
1833
$1K ﹤0.01%
51
+10
1834
$1K ﹤0.01%
+83
1835
$1K ﹤0.01%
93
+66
1836
$1K ﹤0.01%
+5
1837
$1K ﹤0.01%
+40
1838
$1K ﹤0.01%
+297
1839
$1K ﹤0.01%
50
-9
1840
$1K ﹤0.01%
63
1841
$1K ﹤0.01%
85
1842
$1K ﹤0.01%
17
-57
1843
$1K ﹤0.01%
142
1844
$1K ﹤0.01%
65
+24
1845
$1K ﹤0.01%
29
+5
1846
$1K ﹤0.01%
+135
1847
$1K ﹤0.01%
+91
1848
$1K ﹤0.01%
52
+39
1849
$1K ﹤0.01%
2
+1
1850
$1K ﹤0.01%
+1
72 73
74
75 76