CPIG

Chicago Partners Investment Group Portfolio holdings

AUM $3.47B
1-Year Est. Return 16.46%
This Quarter Est. Return
1 Year Est. Return
+16.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$672M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1 +$9.92M
2 +$6.26M
3 +$3.29M
4
EPD icon
Enterprise Products Partners
EPD
+$1.88M
5
XOM icon
Exxon Mobil
XOM
+$1.64M

Sector Composition

1 Energy 22.27%
2 Financials 9.04%
3 Technology 4.72%
4 Utilities 3.79%
5 Real Estate 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
-163,703
1127
-3,092
1128
0
1129
$0 ﹤0.01%
16
1130
-480
1131
$0 ﹤0.01%
+10
1132
-482