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Home > Institutional Investor > Cresset Asset Management, Llc > Profile

Instuitional Investor - Cresset Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Cresset Asset Management, Llc
Portfolio Value $16,733,111,626
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Arista Networks Inc.
 ANET 37,771,188 $2,223,873,121 13.29%
2.
Spdr S & P 500 Etf Trust
 SPY 2,659,888 $1,269,014,621 7.58%
3.
Ishares Trust
 IEF 1,460,110 $697,392,148 4.16%
4.
Apple Inc.
 AAPL 2,541,329 $489,282,149 2.92%
5.
Invesco Exchange Traded Fd T
 2,879,877 $454,444,539 2.71%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)