CI Investments Inc

CI Investments Inc Portfolio holdings

AUM $27.5B
1-Year Est. Return 26.77%
This Quarter Est. Return
1 Year Est. Return
+26.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.4B
AUM Growth
+$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$397M
2
+$100M
3
+$97.9M
4
AIV
Aimco
AIV
+$92.3M
5
ELV icon
Elevance Health
ELV
+$88.7M

Top Sells

1
+$224M
2
+$146M
3
+$143M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$137M
5
C icon
Citigroup
C
+$116M

Sector Composition

1 Financials 19.96%
2 Healthcare 14.83%
3 Technology 12%
4 Communication Services 9.22%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.92M 0.04%
+266,615
227
$7.74M 0.04%
+152,616
228
$7.73M 0.04%
+180,497
229
$7.44M 0.04%
+66,539
230
$7.43M 0.04%
+59,616
231
$7.25M 0.04%
+37,451
232
$6.93M 0.04%
93,315
+40,476
233
$6.81M 0.04%
107,974
-2,309,929
234
$6.54M 0.03%
56,000
235
$6.49M 0.03%
+66,765
236
$6.15M 0.03%
+43,000
237
$6.13M 0.03%
29,385
+3,685
238
$6.06M 0.03%
222,790
+8,936
239
$5.31M 0.03%
102,408
+3,428
240
$4.95M 0.03%
+46,091
241
$4.77M 0.02%
78,924
+12,724
242
$4.65M 0.02%
31,307
-28,289
243
$4.57M 0.02%
36,297
+7,247
244
$4.51M 0.02%
50,184
-2,382
245
$4.47M 0.02%
+34,883
246
$4.4M 0.02%
82,972
247
$4.38M 0.02%
36,961
-306,419
248
$4.36M 0.02%
+19,668
249
$4.21M 0.02%
47,105
+22,505
250
$4.14M 0.02%
40,175
+4,812
8 9
10
11 12