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
$638M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$2.79M
2 +$1.75M
3 +$1.44M
4
UNH icon
UnitedHealth
UNH
+$1.41M
5
VFC icon
VF Corp
VFC
+$1.29M

Top Sells

1 +$6.17M
2 +$4.17M
3 +$3.68M
4
T icon
AT&T
T
+$3.54M
5
AMGN icon
Amgen
AMGN
+$3.4M

Sector Composition

1 Financials 22.72%
2 Technology 12.69%
3 Consumer Discretionary 7.69%
4 Healthcare 5.98%
5 Communication Services 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-12,000
77
-163,028
78
-34,750