CI

Cigna Investments Portfolio holdings

AUM $584M
1-Year Est. Return 26.05%
This Quarter Est. Return
1 Year Est. Return
+26.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$584M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$491K
3
+$333K
4
NRG icon
NRG Energy
NRG
+$314K
5
ZS icon
Zscaler
ZS
+$305K

Top Sells

1
+$1.51M
2
+$916K
3
+$865K
4
AAPL icon
Apple
AAPL
+$666K
5
DFS
Discover Financial Services
DFS
+$434K

Sector Composition

1 Technology 30.99%
2 Financials 14.26%
3 Consumer Discretionary 9.94%
4 Communication Services 9.49%
5 Healthcare 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$371B
$3.22M 0.55%
68,010
+688
SPOT icon
27
Spotify
SPOT
$136B
$3.11M 0.53%
4,059
-23
PLTR icon
28
Palantir
PLTR
$421B
$2.92M 0.5%
21,417
+624
PM icon
29
Philip Morris
PM
$246B
$2.79M 0.48%
15,339
-275
UNH icon
30
UnitedHealth
UNH
$323B
$2.79M 0.48%
8,955
-291
KO icon
31
Coca-Cola
KO
$292B
$2.73M 0.46%
38,601
-772
CSCO icon
32
Cisco
CSCO
$274B
$2.72M 0.46%
39,257
-871
IBM icon
33
IBM
IBM
$259B
$2.69M 0.46%
9,136
-82
GE icon
34
GE Aerospace
GE
$319B
$2.67M 0.45%
10,362
-486
WFC icon
35
Wells Fargo
WFC
$262B
$2.57M 0.44%
32,057
-1,015
SHOP icon
36
Shopify
SHOP
$203B
$2.54M 0.43%
22,074
-246
CRM icon
37
Salesforce
CRM
$238B
$2.51M 0.43%
9,206
-124
ABT icon
38
Abbott
ABT
$223B
$2.31M 0.39%
16,997
-395
CVX icon
39
Chevron
CVX
$308B
$2.29M 0.39%
16,017
-510
AMD icon
40
Advanced Micro Devices
AMD
$378B
$2.25M 0.38%
15,888
-298
DIS icon
41
Walt Disney
DIS
$198B
$2.2M 0.38%
17,772
-517
LIN icon
42
Linde
LIN
$209B
$2.17M 0.37%
4,616
-190
INTU icon
43
Intuit
INTU
$182B
$2.12M 0.36%
2,694
-73
GS icon
44
Goldman Sachs
GS
$229B
$2.11M 0.36%
2,988
-67
NOW icon
45
ServiceNow
NOW
$188B
$2.09M 0.36%
2,031
-36
MCD icon
46
McDonald's
MCD
$220B
$2.06M 0.35%
7,038
-201
UBS icon
47
UBS Group
UBS
$121B
$2.02M 0.34%
59,806
-854
T icon
48
AT&T
T
$188B
$2.01M 0.34%
69,429
-2,600
MRK icon
49
Merck
MRK
$210B
$1.96M 0.33%
24,738
-772
RTX icon
50
RTX Corp
RTX
$211B
$1.92M 0.33%
13,174
-249
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