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
2026
$65.8K ﹤0.01%
34,083
+23,225
2027
$63.3K ﹤0.01%
+12,848
2028
$63K ﹤0.01%
11,891
+1,424
2029
$61.8K ﹤0.01%
3,200
+2,950
2030
$60.3K ﹤0.01%
8,676
-287
2031
$56.5K ﹤0.01%
13,659
-5,438
2032
$55.3K ﹤0.01%
11,576
-7,508
2033
$54.6K ﹤0.01%
11,188
+1,188
2034
$54.3K ﹤0.01%
18,408
2035
$50K ﹤0.01%
27,042
2036
$48.1K ﹤0.01%
10,175
-6,090
2037
$42.5K ﹤0.01%
20,160
+75
2038
$42.1K ﹤0.01%
36,324
2039
$41.1K ﹤0.01%
10,758
2040
$40.8K ﹤0.01%
11,745
-2,482
2041
$39K ﹤0.01%
23,855
+648
2042
$37.9K ﹤0.01%
17,940
-638
2043
$36.4K ﹤0.01%
10,600
2044
$33.2K ﹤0.01%
15,147
+438
2045
$31.6K ﹤0.01%
+20,000
2046
$29.8K ﹤0.01%
16,574
+33
2047
$28.6K ﹤0.01%
14,500
2048
$28.4K ﹤0.01%
15,687
-351
2049
$27.2K ﹤0.01%
21,275
+250
2050
$26.8K ﹤0.01%
25,500
80 81
82
83 84