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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 5.1%
7.85%
$2.038B
3.542M shares@ $575.37 avg price
IVVIshares Tr
Recent Activity
Increased 6.45%
5.98%
$1.552B
2.691M shares@ $576.83 avg price
AAPLApple Inc
Recent Activity
Increased 4.88%
3.33%
$863.074M
3.704M shares@ $233.0 avg price
IJRIshares Tr
Recent Activity
Increased 4.61%
2.7%
$699.897M
5.984M shares@ $116.97 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 6.05%
2.47%
$639.874M
3.572M shares@ $179.17 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.81%
1.97%
$510.649M
1.187M shares@ $430.3 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.18%
1.92%
$498.651M↓ Put
871,098 shares@ $572.45 avg price
IEFAIshares Tr
Recent Activity
Increased 3.41%
1.43%
$370.643M
4.749M shares@ $78.05 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 0.33%
1.13%
$291.864M
4.633M shares@ $63.01 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 5.11%
1.12%
$289.684M
1.555M shares@ $186.34 avg price