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CI Investments Inc

CI Investments Inc Portfolio holdings

AUM $31.2B
1-Year Est. Return 40.61%
This Fund
S&P 500
This Quarter Est. Return
+9.15%
1 Year Est. Return
+40.61%
3 Year Est. Return
+131.85%
5 Year Est. Return
+158.23%
10 Year Est. Return
+544.88%
AUM
$27.5B
AUM Growth
+$861M
Cap. Flow
-$983M
Cap. Flow %
-3.57%
Top 10 Hldgs %
44.44%
Holding
1,325
New
32
Increased
407
Reduced
806
Closed
40

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$196M
2
EBND icon
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$93.3M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$91.4M
4
C icon
Citigroup
C
+$86.8M
5
DHR icon
Danaher
DHR
+$67.6M

Top Sells

Rank Stock Value
1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$197M
2
AEM icon
Agnico Eagle Mines
AEM
+$132M
3
FXI icon
iShares China Large-Cap ETF
FXI
+$119M
4
NVDA icon
NVIDIA
NVDA
+$104M
5
AMD icon
Advanced Micro Devices
AMD
+$102M

Sector Composition

Rank Sector Weight
1 Technology 23.93%
2 Financials 10.87%
3 Communication Services 9.5%
4 Healthcare 6.9%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNT icon
726
Alliant Energy
LNT
$18.2B
$188K ﹤0.01%
2,791
-1,200
-30% -$77.4K
SOFI icon
727
SoFi Technologies
SOFI
$23.8B
$185K ﹤0.01%
7,002
+1,151
+20% +$27.3K
RF icon
728
Regions Financial
RF
$27B
$184K ﹤0.01%
6,988
+911
+15% +$23.7K
SSD icon
729
Simpson Manufacturing
SSD
$8B
$184K ﹤0.01%
1,097
-82
-7% -$14.7K
GLXY
730
Galaxy Digital Inc
GLXY
$4.07B
$184K ﹤0.01%
5,454
-1,766
-24% -$47.6K
CHE icon
731
Chemed
CHE
$7.02B
$183K ﹤0.01%
409
-113
-22% -$51.2K
LPX icon
732
Louisiana-Pacific
LPX
$5.18B
$183K ﹤0.01%
2,065
-232
-10% -$21.4K
CORZ icon
733
Core Scientific
CORZ
$6.36B
$182K ﹤0.01%
10,126
-1,423
-12% -$20.9K
NTRS icon
734
Northern Trust
NTRS
$34.8B
$180K ﹤0.01%
1,339
+299
+29% +$38.5K
RJF icon
735
Raymond James Financial
RJF
$34.8B
$178K ﹤0.01%
1,034
+231
+29% +$38.3K
SE icon
736
Sea Limited
SE
$75.5B
$178K ﹤0.01%
+1,000
New +$171K
CNS icon
737
Cohen & Steers
CNS
$4.4B
$176K ﹤0.01%
2,690
-381
-12% -$27.9K
CVNA icon
738
Carvana
CVNA
$81B
$175K ﹤0.01%
2,325
-145
-6% -$10.4K
ES icon
739
Eversource Energy
ES
$27.2B
$174K ﹤0.01%
2,443
+291
+14% +$19.1K
VRSN icon
740
VeriSign
VRSN
$26B
$174K ﹤0.01%
621
-3,280
-84% -$916K
CG icon
741
Carlyle Group
CG
$18.3B
$173K ﹤0.01%
2,759
-939
-25% -$58.7K
TROW icon
742
T. Rowe Price
TROW
$23.7B
$173K ﹤0.01%
1,686
+218
+15% +$22.9K
WAB icon
743
Wabtec
WAB
$50.3B
$173K ﹤0.01%
865
+50
+6% +$9.87K
HUT
744
Hut 8
HUT
$10.2B
$172K ﹤0.01%
4,927
-2,710
-35% -$68.9K
CMG icon
745
Chipotle Mexican Grill
CMG
$41.3B
$171K ﹤0.01%
4,363
+549
+14% +$24.7K
GLPI icon
746
Gaming and Leisure Properties
GLPI
$12.7B
$171K ﹤0.01%
3,660
-2,299
-39% -$108K
HLNE icon
747
Hamilton Lane
HLNE
$5.91B
$171K ﹤0.01%
1,270
-149
-11% -$22.5K
BMNR
748
BitMine Immersion Technologies
BMNR
$11B
$171K ﹤0.01%
+3,295
New +$167K
CAN
749
Canaan Creative
CAN
$159M
$169K ﹤0.01%
+192,073
New +$146K
WULF icon
750
TeraWulf
WULF
$8.14B
$169K ﹤0.01%
14,799
-18,114
-55% -$138K
28 29
30
31 32

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CI Investments Inc's Q3 2025 Portfolio in Review

As of Q3 2025, CI Investments Inc held 1,325 positions worth $27.5B, up 3.2% from $26.7B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

CI Investments Inc withdrew a net $983M in Q3 2025, closing 40 positions and reducing 806 holdings. Its most notable exit was Agnico Eagle Mines, an estimated $132M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Communication Services.

Against the trend, CI Investments Inc opened a new position in State Street SPDR S&P 500 ETF Trust worth $94.9M.

  • CI Investments Inc's largest Q3 2025 buy was State Street SPDR S&P 500 ETF Trust: 142,520 shares worth $94.9M.
  • CI Investments Inc added most to Apple in Q3 2025, an estimated $196M increase.
  • CI Investments Inc's biggest Q3 2025 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $197M.
  • CI Investments Inc fully exited Agnico Eagle Mines in Q3 2025, selling an estimated $132M.
  • CI Investments Inc's ten largest holdings make up 44% of its $27.5B portfolio in Q3 2025.
  • CI Investments Inc opened 32 new positions and closed 40 in Q3 2025.
  • CI Investments Inc's portfolio value rose 3.2% quarter-over-quarter to $27.5B.

Based on CI Investments Inc's 13F filing for Q3 2025, filed 12 Nov 2025.