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
1876
$240K ﹤0.01%
4,212
-1,433
1877
$240K ﹤0.01%
21,433
-693
1878
$240K ﹤0.01%
3,336
-364
1879
$240K ﹤0.01%
+6,278
1880
$239K ﹤0.01%
21,900
1881
$239K ﹤0.01%
6,744
1882
$239K ﹤0.01%
+6,949
1883
$239K ﹤0.01%
6,971
+274
1884
$239K ﹤0.01%
+3,793
1885
$238K ﹤0.01%
4,919
-1,862
1886
$235K ﹤0.01%
4,928
-364
1887
$234K ﹤0.01%
4,824
-752
1888
$234K ﹤0.01%
25,051
-854
1889
$234K ﹤0.01%
16,453
+357
1890
$234K ﹤0.01%
11,503
-736
1891
$234K ﹤0.01%
+2,980
1892
$232K ﹤0.01%
18,818
+190
1893
$231K ﹤0.01%
30,890
-7,718
1894
$231K ﹤0.01%
61,633
1895
$230K ﹤0.01%
+1,809
1896
$229K ﹤0.01%
1,199
-15
1897
$229K ﹤0.01%
15,340
+229
1898
$228K ﹤0.01%
+2,403
1899
$228K ﹤0.01%
+1,480
1900
$228K ﹤0.01%
+2,401
74 75
76
77 78