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
1851
$252K ﹤0.01%
4,040
1852
$250K ﹤0.01%
10,877
-240
1853
$250K ﹤0.01%
12,011
-69
1854
$250K ﹤0.01%
6,400
-2,984
1855
$249K ﹤0.01%
53,854
1856
$249K ﹤0.01%
32,186
-711
1857
$248K ﹤0.01%
9,233
1858
$248K ﹤0.01%
25,498
+2,883
1859
$248K ﹤0.01%
+7,907
1860
$247K ﹤0.01%
4,544
1861
$247K ﹤0.01%
+18,408
1862
$247K ﹤0.01%
+6,116
1863
$246K ﹤0.01%
+5,568
1864
$246K ﹤0.01%
10,065
1865
$246K ﹤0.01%
13,610
-18,648
1866
$245K ﹤0.01%
+8,419
1867
$244K ﹤0.01%
+8,030
1868
$244K ﹤0.01%
+4,700
1869
$244K ﹤0.01%
8,054
+1
1870
$244K ﹤0.01%
+8,015
1871
$242K ﹤0.01%
1,798
-176
1872
$242K ﹤0.01%
7,711
+3,321
1873
$241K ﹤0.01%
+2,723
1874
$241K ﹤0.01%
15,685
+2,794
1875
$241K ﹤0.01%
10,836
+153
73 74
75
76 77