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
$9.23B
AUM Growth
+$453M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$74.6M
3
+$62.8M
4
NEE icon
NextEra Energy
NEE
+$62.5M
5
SRE icon
Sempra
SRE
+$58M

Top Sells

1
+$153M
2
+$80.7M
3
+$70.3M
4
OVV icon
Ovintiv
OVV
+$53.6M
5
TCO
Taubman Centers Inc.
TCO
+$49.2M

Sector Composition

1 Financials 18.02%
2 Technology 16.12%
3 Healthcare 9.82%
4 Energy 8.4%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-330,400
202
– –
-75,000
203
– –
-2,492,434
204
– –
-84,570
205
– –
-19,424
206
– –
-6,000
5 6 7 8
9