CI Investments Inc

CI Investments Inc Portfolio holdings

AUM $22.8B
1-Year Est. Return 27.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.9B
AUM Growth
-$1.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,358
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$136M
3
+$79.4M
4
UNH icon
UnitedHealth
UNH
+$62.5M
5
AVGO icon
Broadcom
AVGO
+$56.3M

Top Sells

1
+$266M
2
+$208M
3
+$190M
4
LI icon
Li Auto
LI
+$96.8M
5
AMD icon
Advanced Micro Devices
AMD
+$92M

Sector Composition

1 Technology 21.13%
2 Financials 14.16%
3 Healthcare 13.81%
4 Communication Services 9.02%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$1K ﹤0.01%
88
+15
1277
$1K ﹤0.01%
58
+4
1278
$1K ﹤0.01%
62
+5
1279
$1K ﹤0.01%
49
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1280
$1K ﹤0.01%
71
+5
1281
$1K ﹤0.01%
61
+5
1282
$1K ﹤0.01%
11
1283
$1K ﹤0.01%
6
-5
1284
$1K ﹤0.01%
129
+10
1285
– –
-36,914
1286
– –
-5,396
1287
– –
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1288
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1289
– –
-24,109
1290
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1291
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-6,791
1292
– –
-18,127
1293
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-96
1294
– –
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1295
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1296
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-69
1297
– –
-9,585
1298
– –
-16,803
1299
– –
-68
1300
– –
-14,940
50 51
52
53 54