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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
1951
$1K ﹤0.01%
33
1952
$1K ﹤0.01%
32
1953
$1K ﹤0.01%
64
+7
1954
$1K ﹤0.01%
437
1955
$1K ﹤0.01%
125
1956
$1K ﹤0.01%
208
+23
1957
$1K ﹤0.01%
82
1958
$1K ﹤0.01%
24
+4
1959
$1K ﹤0.01%
70
1960
$1K ﹤0.01%
23
+16
1961
$1K ﹤0.01%
20
-17
1962
$1K ﹤0.01%
60
-48
1963
$1K ﹤0.01%
13
1964
$1K ﹤0.01%
44
1965
$1K ﹤0.01%
+10
1966
$0 ﹤0.01%
4
-77
1967
$0 ﹤0.01%
+8
1968
$0 ﹤0.01%
+3
1969
– –
-677
1970
$0 ﹤0.01%
22
-81
1971
$0 ﹤0.01%
+12
1972
$0 ﹤0.01%
+3
1973
$0 ﹤0.01%
+8
1974
$0 ﹤0.01%
+15
1975
$0 ﹤0.01%
15
77 78
79
80 81