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
$19.8B
AUM Growth
-$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,349
New
Increased
Reduced
Closed

Top Buys

1
+$219M
2
+$96.8M
3
+$75.9M
4
LLY icon
Eli Lilly
LLY
+$71.8M
5
SRE icon
Sempra
SRE
+$47.7M

Top Sells

1
+$140M
2
+$131M
3
+$106M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$103M
5
EQH icon
Equitable Holdings
EQH
+$87.7M

Sector Composition

1 Technology 21.9%
2 Financials 13.43%
3 Healthcare 12.87%
4 Consumer Discretionary 8.65%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
– –
-485,946
1327
– –
-6,317
1328
– –
-6
1329
– –
-10
1330
– –
-1
1331
– –
0
1332
– –
-20
1333
– –
-702
1334
– –
-572
1335
– –
-5
1336
– –
-22,101
1337
– –
-12,894
1338
– –
-6
1339
– –
-7
1340
– –
-475
1341
– –
-7
1342
– –
-162
1343
– –
-367
50 51 52 53
54