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CI
Cigna Investments Portfolio holdings
AUM
$643M
1-Year Est. Return
27.11%
This Fund
S&P 500
This Quarter
Est. Return
+9.77%
1 Year Est. Return
+27.11%
3 Year Est. Return
+100.62%
5 Year Est. Return
+128.84%
10 Year Est. Return
–
AUM
$536M
AUM Growth
+$36.1M
(+7.2%)
Cap. Flow
-$4.33M
Cap. Flow
% of AUM
-0.81%
Top 10 Holdings %
Top 10 Hldgs %
32.71%
Holding
470
New
17
Increased
87
Reduced
161
Closed
12
Top Buys
| 1 |
Tesla
TSLA
|
+$349K |
| 2 |
Ferguson
FERG
|
+$259K |
| 3 |
Royal Caribbean
RCL
|
+$218K |
| 4 |
MongoDB
MDB
|
+$209K |
| 5 |
DoorDash
DASH
|
+$206K |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$2.8M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$490K |
| 3 |
Chevron
CVX
|
+$317K |
| 4 |
Apple
AAPL
|
+$261K |
| 5 |
SJR
Shaw Communications Inc.
SJR
|
+$256K |
Sector Composition
| 1 | Technology | 25.37% |
| 2 | Healthcare | 12.08% |
| 3 | Financials | 11.47% |
| 4 | Consumer Discretionary | 9.82% |
| 5 | Industrials | 6.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.81T
| $35.4M | 6.61% |
182,593
-1,500
| -0.8% | -$261K |
|
|
2
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
| $31.8M | 5.93% |
324,787
-30,245
| -9% | -$2.8M |
|
3
Microsoft
MSFT
$2.94T
| $30.5M | 5.69% |
89,431
-720
| -0.8% | -$226K |
|
4
iShares MSCI India ETF
INDA
$6.8B
| $18.1M | 3.39% |
415,310
-1,006
| -0.2% | -$41.7K |
|
5
Amazon
AMZN
$2.74T
| $14.3M | 2.66% |
109,373
+727
| +0.7% | +$83K |
|
6
NVIDIA
NVDA
$5.15T
| $12.3M | 2.3% |
290,870
-190
| -0.1% | -$6.31K |
|
|
7
Tesla
TSLA
$1.48T
| $8.77M | 1.64% |
33,498
+1,747
| +6% | +$349K |
|
8
Alphabet (Google) Class A
GOOGL
$4.53T
| $8.62M | 1.61% |
72,040
-867
| -1% | -$99.8K |
|
|
9
iShares Core MSCI Total International Stock ETF
IXUS
$58.6B
| $7.75M | 1.45% |
123,720
-7,820
| -6% | -$490K |
|
10
Meta Platforms (Facebook)
META
$1.73T
| $7.69M | 1.44% |
26,807
-288
| -1% | -$71.1K |
|
|
11
Alphabet (Google) Class C
GOOG
$4.52T
| $7.59M | 1.42% |
62,743
-1,343
| -2% | -$155K |
|
12
Berkshire Hathaway Class B
BRK.B
$1.05T
| $7.21M | 1.35% |
21,152
+181
| +0.9% | +$59.1K |
|
13
UnitedHealth
UNH
$380B
| $5.42M | 1.01% |
11,283
-93
| -0.8% | -$45.5K |
|
14
ExxonMobil
XOM
$599B
| $5.28M | 0.99% |
49,214
-863
| -2% | -$94.2K |
|
15
Johnson & Johnson
JNJ
$595B
| $5.22M | 0.97% |
31,545
-433
| -1% | -$69.9K |
|
16
JPMorgan Chase
JPM
$922B
| $5.16M | 0.96% |
35,472
-17
| -0% | -$2.34K |
|
17
Eli Lilly
LLY
$1.03T
| $4.73M | 0.88% |
10,089
-22
| -0.2% | -$9.23K |
|
18
Visa
V
$675B
| $4.66M | 0.87% |
19,635
-155
| -0.8% | -$35.5K |
|
19
Broadcom
AVGO
$1.88T
| $4.34M | 0.81% |
50,060
+1,300
| +3% | +$92.7K |
|
20
Procter & Gamble
PG
$345B
| $4.33M | 0.81% |
28,545
-207
| -0.7% | -$31.2K |
|
21
Mastercard
MA
$473B
| $4.01M | 0.75% |
10,197
-178
| -2% | -$66.8K |
|
22
Home Depot
HD
$340B
| $3.81M | 0.71% |
12,249
-134
| -1% | -$39.6K |
|
23
Merck
MRK
$305B
| $3.55M | 0.66% |
30,749
+6
| +0% | +$681 |
|
|
24
Chevron
CVX
$362B
| $3.32M | 0.62% |
21,110
-1,978
| -9% | -$317K |
|
25
PepsiCo
PEP
$185B
| $3.09M | 0.58% |
16,680
-81
| -0.5% | -$15.1K |
|
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