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CI

Cigna Investments Portfolio holdings

AUM $773M
1-Year Est. Return 44.02%
This Fund
S&P 500
This Quarter Est. Return
+4.8%
1 Year Est. Return
+44.02%
3 Year Est. Return
+138.32%
5 Year Est. Return
+175.86%
10 Year Est. Return
–
AUM
$573M
AUM Growth
+$4.65M
Cap. Flow
-$13.9M
Cap. Flow %
-2.42%
Top 10 Hldgs %
36.43%
Holding
482
New
15
Increased
26
Reduced
269
Closed
25

Top Buys

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$1.22M
2
CVNA icon
Carvana
CVNA
+$247K
3
UAL icon
United Airlines
UAL
+$238K
4
TPL icon
Texas Pacific Land
TPL
+$231K
5
LPLA icon
LPL Financial
LPLA
+$221K

Top Sells

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.78M
2
AAPL icon
Apple
AAPL
+$453K
3
SCCO icon
Southern Copper
SCCO
+$284K
4
FSLR icon
First Solar
FSLR
+$270K
5
LYB icon
LyondellBasell Industries
LYB
+$252K

Sector Composition

Rank Sector Weight
1 Technology 30.24%
2 Financials 13.7%
3 Consumer Discretionary 10.69%
4 Healthcare 9.16%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RY icon
26
Royal Bank of Canada
RY
$291B
$3.16M 0.55%
26,190
-235
-0.9% -$29K
BAC icon
27
Bank of America
BAC
$435B
$3.03M 0.53%
69,001
-1,422
-2% -$62.6K
ORCL icon
28
Oracle
ORCL
$374B
$2.71M 0.47%
16,234
-118
-0.7% -$21K
MRK icon
29
Merck
MRK
$322B
$2.58M 0.45%
25,972
-158
-0.6% -$16.3K
CVX icon
30
Chevron
CVX
$392B
$2.54M 0.44%
17,569
-232
-1% -$35.5K
KO icon
31
Coca-Cola
KO
$377B
$2.5M 0.44%
40,113
-87
-0.2% -$5.68K
CSCO icon
32
Cisco
CSCO
$457B
$2.43M 0.42%
40,992
-690
-2% -$39.4K
WFC icon
33
Wells Fargo
WFC
$261B
$2.41M 0.42%
34,284
-1,778
-5% -$121K
SHOP icon
34
Shopify
SHOP
$152B
$2.4M 0.42%
22,601
+85
+0.4% +$8.27K
ACN icon
35
Accenture
ACN
$102B
$2.25M 0.39%
6,412
-55
-0.9% -$19.8K
NOW icon
36
ServiceNow
NOW
$115B
$2.24M 0.39%
10,555
-35
-0.3% -$7.09K
PEP icon
37
PepsiCo
PEP
$190B
$2.13M 0.37%
14,004
-142
-1% -$23.3K
MCD icon
38
McDonald's
MCD
$192B
$2.13M 0.37%
7,338
-71
-1% -$21.2K
DIS icon
39
Walt Disney
DIS
$167B
$2.07M 0.36%
18,590
-317
-2% -$33.3K
IBM icon
40
IBM
IBM
$211B
$2.06M 0.36%
9,372
-81
-0.9% -$18K
LIN icon
41
Linde
LIN
$221B
$2.05M 0.36%
4,887
-58
-1% -$26.4K
TMO icon
42
Thermo Fisher Scientific
TMO
$213B
$2.03M 0.36%
3,909
-21
-0.5% -$11.5K
ADBE icon
43
Adobe
ADBE
$99.5B
$2.02M 0.35%
4,539
-45
-1% -$22.3K
ABT icon
44
Abbott
ABT
$183B
$1.99M 0.35%
17,628
-202
-1% -$23.3K
AMD icon
45
Advanced Micro Devices
AMD
$776B
$1.99M 0.35%
16,469
-144
-0.9% -$20.7K
PM icon
46
Philip Morris
PM
$297B
$1.92M 0.34%
15,955
-54
-0.3% -$6.81K
ISRG icon
47
Intuitive Surgical
ISRG
$127B
$1.9M 0.33%
3,634
-24
-0.7% -$12.5K
UBS icon
48
UBS Group
UBS
$173B
$1.87M 0.33%
61,251
-208
-0.3% -$6.59K
GE icon
49
GE Aerospace
GE
$374B
$1.84M 0.32%
11,051
-185
-2% -$33K
SPOT icon
50
Spotify
SPOT
$103B
$1.84M 0.32%
4,109
+2,849
+226% +$1.22M
1
2
3 4 5

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Cigna Investments's Q4 2024 Portfolio in Review

As of Q4 2024, Cigna Investments held 482 positions worth $573M, up 0.82% from $568M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Cigna Investments's Q4 2024 filing shows 15 new, 26 increased, 269 reduced and 25 closed positions. Its largest new stake was Carvana: 5,490 shares worth $223K. The largest sale was iShares Core S&P Total US Stock Market ETF, an estimated $3.78M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Cigna Investments's largest Q4 2024 buy was Carvana: 5,490 shares worth $223K.
  • Cigna Investments added most to Spotify in Q4 2024, an estimated $1.22M increase.
  • Cigna Investments's biggest Q4 2024 reduction was iShares Core S&P Total US Stock Market ETF, cutting an estimated $3.78M.
  • Cigna Investments fully exited Southern Copper in Q4 2024, selling an estimated $284K.
  • Cigna Investments's ten largest holdings make up 36% of its $573M portfolio in Q4 2024.
  • Cigna Investments opened 15 new positions and closed 25 in Q4 2024.
  • Cigna Investments's portfolio value rose 0.82% quarter-over-quarter to $573M.

Based on Cigna Investments's 13F filing for Q4 2024, filed 29 Jan 2025.