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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
GOOGLAlphabet Inc
Recent Activity
Decreased -0.58%
1.26%
$327.022M
1.972M shares@ $165.85 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.96%
1.25%
$322.738M↓ Put
2.657M shares@ $121.45 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
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.69%
1.02%
$264.434M↓ Put
452,271 shares@ $584.68 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.68%
0.96%
$249.404M
878,262 shares@ $283.98 avg price
CHRWC H Robinson Worldwide Inc
Recent Activity
Increased 0.02%
0.94%
$243.74M
2.202M shares@ $110.7 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -2.06%
0.89%
$229.733M↓ Put
1.374M shares@ $167.2 avg price
VOOVanguard Index Fds
Recent Activity
Increased 8.23%
0.84%
$216.647M
409,356 shares@ $529.24 avg price
IWFIshares Tr
Recent Activity
Decreased -0.13%
0.82%
$211.001M
562,100 shares@ $375.39 avg price