CPIG

Chicago Partners Investment Group Portfolio holdings

AUM $4.06B
1-Year Est. Return 16.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,008
New
Increased
Reduced
Closed

Top Buys

1 +$1.86M
2 +$1.72M
3 +$1.6M
4
WMB icon
Williams Companies
WMB
+$1.43M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.11M

Sector Composition

1 Energy 23.28%
2 Financials 7.95%
3 Utilities 4.75%
4 Technology 3.36%
5 Real Estate 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
-431