CIG

Cascade Investment Group Portfolio holdings

AUM $143M
1-Year Est. Return 17.78%
This Quarter Est. Return
1 Year Est. Return
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$730K
2 +$602K
3 +$271K
4
TSLA icon
Tesla
TSLA
+$250K
5
ET icon
Energy Transfer Partners
ET
+$245K

Sector Composition

1 Technology 16.79%
2 Real Estate 11.14%
3 Energy 9.77%
4 Financials 8.4%
5 Healthcare 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-33,253
127
-8,178
128
-11,485