CIG
Cairn Investment Group Portfolio holdings
AUM
$219M
1-Year Est. Return
12.6%
1 Year Est. Return
+12.6%
AUM
$219M
AUM Growth
+$27.9M
(+15%)
Holding
71
Top Buys
| 1 | +$6.82M | |
| 2 | +$4.57M | |
| 3 | +$225K | |
| 4 |
PACCAR
PCAR
|
+$198K |
| 5 |
Comcast
CMCSA
|
+$155K |
Top Sells
| 1 | +$66M | |
| 2 | +$2.7M | |
| 3 | +$1.4M | |
| 4 |
Goldman Sachs
GS
|
+$737K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$513K |
Sector Composition
| 1 | Technology | 14.74% |
| 2 | Healthcare | 14.66% |
| 3 | Industrials | 8.54% |
| 4 | Communication Services | 6.84% |
| 5 | Financials | 5.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Ameriprise Financial
AMP
$44.3B
| $400K | 0.18% |
814
|
|
||
52
Vanguard Dividend Appreciation ETF
VIG
$101B
| $378K | 0.17% |
1,752
|
|
||
53
iShares Core MSCI EAFE ETF
IEFA
$161B
| $368K | 0.17% |
4,211
-600
|
|
||
54
Ford
F
$52.4B
| $341K | 0.16% |
28,485
-10,040
|
|
||
55
Chevron
CVX
$297B
| $336K | 0.15% |
2,165
|
|
||
56
iShares Core S&P 500 ETF
IVV
$734B
| $318K | 0.14% |
475
-75
|
|
||
57
Boeing
BA
$157B
| $298K | 0.14% |
1,380
|
|
||
58
UnitedHealth
UNH
$293B
| $290K | 0.13% |
841
|
|
||
59
Union Pacific
UNP
$140B
| $262K | 0.12% |
1,110
|
|
||
60
Teledyne Technologies
TDY
$24.1B
| $261K | 0.12% |
446
|
|
||
61
KLA
KLAC
$161B
| $250K | 0.11% |
232
|
|
||
62
iShares Select Dividend ETF
DVY
$20.6B
| $248K | 0.11% |
1,742
|
|
||
63
Abbott
ABT
$212B
| $248K | 0.11% |
1,849
|
|
||
64
Bank of America
BAC
$394B
| $246K | 0.11% |
4,768
|
|
||
65
Cencora
COR
$65.5B
| $244K | 0.11% |
780
|
|
||
66
AbbVie
ABBV
$394B
| $225K | 0.1% |
+973
|
|
||
67
S&P Global
SPGI
$149B
| $201K | 0.09% |
414
|
|
||
68
Columbia Sportswear
COLM
$2.91B
| – | – |
-44,189
|
|