CIG

Consolidated Investment Group Portfolio holdings

AUM $747M
1-Year Est. Return 20.19%
This Quarter Est. Return
1 Year Est. Return
+20.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$5.51M
2 +$2.49M
3 +$2.07M
4
KMI icon
Kinder Morgan
KMI
+$1.84M
5
SRCI
SRC Energy Inc
SRCI
+$1.69M

Top Sells

1 +$3.3M
2 +$2.85M
3 +$1.54M
4
CSCO icon
Cisco
CSCO
+$337K
5
GE icon
GE Aerospace
GE
+$201K

Sector Composition

1 Consumer Discretionary 18.78%
2 Technology 11.18%
3 Energy 9.36%
4 Communication Services 6.91%
5 Financials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$223K 0.15%
6,600
52
-1,809