CPIG
Chicago Partners Investment Group Portfolio holdings
AUM
$3.47B
1-Year Return
16.46%
This Quarter Return
+20.3%
1 Year Return
+16.46%
3 Year Return
+59.01%
5 Year Return
+97.48%
10 Year Return
+126.98%
AUM
$800M
AUM Growth
+$152M
(+24%)
Cap. Flow
+$76.1M
Cap. Flow
% of AUM
9.51%
Top 10 Holdings %
Top 10 Hldgs %
30.84%
Holding
409
New
54
Increased
207
Reduced
95
Closed
23
Top Buys
Top Sells
Sector Composition
| 1 | Energy | 11.54% |
| 2 | Financials | 7.52% |
| 3 | Technology | 6.12% |
| 4 | Utilities | 3.67% |
| 5 | Real Estate | 3.36% |