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
$27.5B
AUM Growth
+$871M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,310
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$96.7M
3
+$94.9M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$93.7M
5
C icon
Citigroup
C
+$92.8M

Top Sells

1
+$201M
2
+$132M
3
+$127M
4
NVDA icon
NVIDIA
NVDA
+$112M
5
AMD icon
Advanced Micro Devices
AMD
+$102M

Sector Composition

1 Technology 23.93%
2 Financials 10.97%
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
RHP icon
301
Ryman Hospitality Properties
RHP
$5.94B
$4.43M 0.02%
49,458
+5,697
CASY icon
302
Casey's General Stores
CASY
$21.1B
$4.38M 0.02%
7,753
-198
ADP icon
303
Automatic Data Processing
ADP
$104B
$4.36M 0.02%
14,860
-807
CNMD icon
304
CONMED
CNMD
$1.36B
$4.33M 0.02%
91,970
-16,225
GE icon
305
GE Aerospace
GE
$305B
$4.31M 0.02%
14,341
-682
VRTX icon
306
Vertex Pharmaceuticals
VRTX
$110B
$4.3M 0.02%
10,991
-2,137
FWONA icon
307
Liberty Media Series A
FWONA
$21.5B
$4.29M 0.02%
45,038
-2
GXO icon
308
GXO Logistics
GXO
$5.84B
$4.29M 0.02%
81,038
-35,411
GWRE icon
309
Guidewire Software
GWRE
$18.3B
$4.24M 0.02%
18,461
-469
BRKR icon
310
Bruker
BRKR
$7.19B
$4.23M 0.02%
130,233
+125,763
WEC icon
311
WEC Energy
WEC
$35.2B
$4.2M 0.02%
36,672
-3,581
IAU icon
312
iShares Gold Trust
IAU
$65.5B
$4.19M 0.02%
57,617
SCHW icon
313
Charles Schwab
SCHW
$164B
$4.18M 0.02%
43,806
+1,087
VZ icon
314
Verizon
VZ
$171B
$4.16M 0.02%
94,735
+6,787
GLD icon
315
SPDR Gold Trust
GLD
$141B
$3.96M 0.01%
11,142
+1,500
TT icon
316
Trane Technologies
TT
$91.2B
$3.94M 0.01%
9,340
+581
GLDM icon
317
SPDR Gold MiniShares Trust
GLDM
$23.9B
$3.63M 0.01%
47,534
SW
318
Smurfit Westrock
SW
$18B
$3.52M 0.01%
82,720
+15,523
ALAB icon
319
Astera Labs
ALAB
$24.1B
$3.48M 0.01%
17,782
-962
AER icon
320
AerCap
AER
$23.1B
$3.47M 0.01%
28,694
-5,312
SLV icon
321
iShares Silver Trust
SLV
$29.3B
$3.43M 0.01%
81,000
PH icon
322
Parker-Hannifin
PH
$108B
$3.42M 0.01%
4,518
-36
KMB icon
323
Kimberly-Clark
KMB
$35.5B
$3.34M 0.01%
26,880
-1,032
MMM icon
324
3M
MMM
$91.1B
$3.34M 0.01%
21,509
-408
CRDO icon
325
Credo Technology Group
CRDO
$34B
$3.29M 0.01%
22,631
+22,215
11 12
13
14 15