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
$130M
AUM Growth
-$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$330K
2 +$233K
3 +$219K
4
MCD icon
McDonald's
MCD
+$211K
5
SYK icon
Stryker
SYK
+$206K

Top Sells

1 +$869K
2 +$671K
3 +$563K
4
AMZN icon
Amazon
AMZN
+$440K
5
NEM icon
Newmont
NEM
+$398K

Sector Composition

1 Technology 16.24%
2 Energy 10.42%
3 Real Estate 8.98%
4 Financials 8.4%
5 Healthcare 4.26%