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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
1976
– –
-21
1977
– –
-59
1978
– –
-12
1979
$0 ﹤0.01%
+18
1980
– –
-22
1981
– –
-65
1982
$0 ﹤0.01%
1
1983
$0 ﹤0.01%
+62
1984
$0 ﹤0.01%
+5
1985
– –
-58
1986
$0 ﹤0.01%
+4
1987
– –
-14
1988
$0 ﹤0.01%
+3
1989
– –
-305
1990
$0 ﹤0.01%
7
1991
$0 ﹤0.01%
+9
1992
– –
-1
1993
$0 ﹤0.01%
3
1994
– –
-700
1995
$0 ﹤0.01%
+17
1996
– –
-123
1997
$0 ﹤0.01%
+1
1998
$0 ﹤0.01%
+14
1999
$0 ﹤0.01%
7
-35
2000
$0 ﹤0.01%
+4
78 79
80
81 82