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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
WRKWestrock Co
Recent Activity
Exited
0%
$655,619
13,045 shares@ $50.26 avg price
SHVIshares Tr
Recent Activity
Exited
0%
$614,525
5,561 shares@ $110.51 avg price
HOLIHollysys Automation Tchngy L
Recent Activity
Exited
0%
$594,213
27,459 shares@ $21.65 avg price
VPLVanguard Intl Equity Index F
Recent Activity
Exited
0%
$530,980
7,158 shares@ $74.18 avg price
GUNRFlexshares Tr
Recent Activity
Exited
0%
$466,547
11,623 shares@ $40.14 avg price
KCCAKraneshares Trust
Recent Activity
Exited
0%
$381,060
17,004 shares@ $22.42 avg price
OLNOlin Corp
Recent Activity
Exited
0%
$363,199
7,703 shares@ $47.16 avg price
4643⤦Ishares U S Etf Tr
Recent Activity
Exited
0%
$346,000
5,660 shares@ $61.14 avg price
ALARAlarum Technologies Ltd
Recent Activity
Exited
0%
$333,722
8,001 shares@ $41.72 avg price
USHYIshares Tr
Recent Activity
Exited
0%
$326,194
8,991 shares@ $36.29 avg price