CIG
Cascade Investment Group Portfolio holdings
AUM
$150M
1-Year Est. Return
15.83%
This Fund
S&P 500
1 Year Est. Return
+15.83%
AUM
$151M
AUM Growth
+$7.85M
(+5.5%)
Holding
152
Top Buys
| 1 | +$588K | |
| 2 | +$527K | |
| 3 | +$429K | |
| 4 |
IBM
IBM
|
+$413K |
| 5 |
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
|
+$307K |
Top Sells
| 1 | +$827K | |
| 2 | +$745K | |
| 3 | +$295K | |
| 4 |
Accenture
ACN
|
+$290K |
| 5 |
Merck
MRK
|
+$243K |
Sector Composition
| 1 | Technology | 17.22% |
| 2 | Energy | 8.44% |
| 3 | Financials | 7.74% |
| 4 | Real Estate | 6.72% |
| 5 | Healthcare | 3.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Starwood Property Trust
STWD
$6.32B
| – | – |
-10,268
|
|
||
152
UnitedHealth
UNH
$243B
| – | – |
-726
|
|