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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
1851
$1K ﹤0.01%
58
+6
1852
$1K ﹤0.01%
32
+29
1853
$1K ﹤0.01%
+48
1854
– –
0
1855
$1K ﹤0.01%
20
-23
1856
$1K ﹤0.01%
57
1857
$1K ﹤0.01%
54
-87
1858
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10
1859
$1K ﹤0.01%
15
+3
1860
$1K ﹤0.01%
+171
1861
$1K ﹤0.01%
26
1862
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18
-21
1863
$1K ﹤0.01%
63
1864
$1K ﹤0.01%
37
1865
$1K ﹤0.01%
43
1866
$1K ﹤0.01%
38
+24
1867
$1K ﹤0.01%
28
1868
$1K ﹤0.01%
+31
1869
$1K ﹤0.01%
122
1870
$1K ﹤0.01%
+32
1871
$1K ﹤0.01%
+11
1872
$1K ﹤0.01%
16
1873
$1K ﹤0.01%
+9
1874
$1K ﹤0.01%
22
1875
$1K ﹤0.01%
116
+20
73 74
75
76 77