CI Investments Inc

CI Investments Inc Portfolio holdings

AUM $22.8B
1-Year Est. Return 27.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.8B
AUM Growth
+$520M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,435
New
Increased
Reduced
Closed

Top Buys

1
+$239M
2
+$162M
3
+$105M
4
WFC icon
Wells Fargo
WFC
+$91.9M
5
NKE icon
Nike
NKE
+$84.8M

Top Sells

1
+$174M
2
+$129M
3
+$124M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$110M
5
SYF icon
Synchrony
SYF
+$76.2M

Sector Composition

1 Financials 15.89%
2 Technology 15.22%
3 Healthcare 14.73%
4 Real Estate 8.78%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
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1202
$0 ﹤0.01%
11
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+5
1204
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-5,389
1205
$0 ﹤0.01%
5
1206
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6
+1
1207
$0 ﹤0.01%
10
1208
– –
-273
1209
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1210
$0 ﹤0.01%
3
1211
– –
-522
1212
$0 ﹤0.01%
2
1213
$0 ﹤0.01%
3
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22
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$0 ﹤0.01%
5
1223
– –
-8,500
1224
$0 ﹤0.01%
7
+1
1225
$0 ﹤0.01%
4
+3
47 48
49
50 51