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Amy Hong

@Cresset Asset Management, Llc

Latest period2024 - Q3ReportedManaged Assets$25.987BTotal holdings2068
Assets growth rate9.15%Assets growth rate (2-Q avg)11.88%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Cresset Asset Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2068 positions.

Assets under management

The assets under management (AUM) of Cresset Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 25.987B in assets, with a quarterly growth rate of 9.15% and a 2-quarter average growth rate of 11.88%. The portfolio is managed by Amy Hong, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$8.216M
54,614 shares@ $150.44 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$4.023M
20,693 shares@ $194.42 avg price
NOVASunnova Energy Intl Inc.
Recent Activity
Exited
0%
$3.084M
552,684 shares@ $5.59 avg price
MBIMbia Inc
Recent Activity
Exited
0%
$2.28M
415,274 shares@ $5.49 avg price
NJRNew Jersey Res Corp
Recent Activity
Exited
0%
$1.289M
29,877 shares@ $43.17 avg price
IEURIshares Tr
Recent Activity
Exited
0%
$1.178M
20,691 shares@ $56.95 avg price
CBRLCracker Barrel Old Ctry Stor
Recent Activity
Exited
0%
$986,749
23,405 shares@ $42.16 avg price
IFRAIshares Tr
Recent Activity
Exited
0%
$846,486
20,097 shares@ $42.13 avg price
ATENA10 Networks Inc
Recent Activity
Exited
0%
$763,279
55,110 shares@ $13.86 avg price
EVBGEverbridge Inc
Recent Activity
Exited
0%
$740,773
21,171 shares@ $34.99 avg price