CIA

Cascade Investment Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 14.66%
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$868K
2 +$582K
3 +$442K
4
PARA
Paramount Global Class B
PARA
+$216K
5
AMGN icon
Amgen
AMGN
+$189K

Top Sells

1 +$1.5M
2 +$1.05M
3 +$872K
4
MSFT icon
Microsoft
MSFT
+$441K
5
JLL icon
Jones Lang LaSalle
JLL
+$356K

Sector Composition

1 Technology 23.73%
2 Healthcare 11.33%
3 Consumer Discretionary 11.13%
4 Financials 11.02%
5 Industrials 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$21.1K 0.01%
440
202
$20.3K 0.01%
375
203
$19.8K 0.01%
300
204
$19.3K 0.01%
220
205
$19.1K 0.01%
65
206
$18.7K 0.01%
100
207
$18.3K 0.01%
205
208
$17.3K 0.01%
200
209
$16.8K 0.01%
156
210
$16.3K 0.01%
+600
211
$16.2K 0.01%
277
212
$16.2K 0.01%
500
213
$16.1K 0.01%
250
214
$14.8K 0.01%
833
215
$14.5K 0.01%
75
216
$14.1K 0.01%
200
217
$14.1K 0.01%
58
218
$13.9K 0.01%
800
219
$12.6K 0.01%
157
220
$12.5K 0.01%
275
221
$12.1K 0.01%
250
222
$11.8K 0.01%
750
223
$11.7K 0.01%
30
224
$11.5K 0.01%
97
225
$10.6K 0.01%
38
-119