CIG
Cascade Investment Group Portfolio holdings
AUM
$143M
This Quarter Return
+8.89%
1 Year Return
+17.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+10%)
Cap. Flow
+$4.99M
Cap. Flow
% of AUM
3.48%
Top 10 Holdings %
Top 10 Hldgs %
39.32%
Holding
145
New
14
Increased
49
Reduced
40
Closed
3
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.14M |
| 2 |
LyondellBasell Industries
LYB
|
$668K |
| 3 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
$550K |
| 4 |
Microsoft
MSFT
|
$412K |
| 5 |
Virtus InfraCap US Preferred Stock ETF
PFFA
|
$356K |
Top Sells
Sector Composition
| 1 | Technology | 18.12% |
| 2 | Energy | 8.98% |
| 3 | Financials | 8.09% |
| 4 | Real Estate | 6.97% |
| 5 | Healthcare | 3.86% |
