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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
+7.09%
1 Year Est. Return
+27.11%
3 Year Est. Return
+100.62%
5 Year Est. Return
+128.84%
10 Year Est. Return
–
AUM
$563M
AUM Growth
+$27.3M
(+5.1%)
Cap. Flow
-$3.39M
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
34.75%
Holding
477
New
32
Increased
27
Reduced
319
Closed
10
Top Buys
| 1 |
Nu Holdings
NU
|
+$770K |
| 2 |
Pinduoduo
PDD
|
+$239K |
| 3 |
Credicorp
BAP
|
+$223K |
| 4 |
Roblox
RBLX
|
+$220K |
| 5 |
Ameren
AEE
|
+$218K |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$910K |
| 2 |
NVIDIA
NVDA
|
+$839K |
| 3 |
Eli Lilly
LLY
|
+$478K |
| 4 |
Apple
AAPL
|
+$459K |
| 5 |
Microsoft
MSFT
|
+$402K |
Sector Composition
| 1 | Technology | 29.34% |
| 2 | Financials | 13.27% |
| 3 | Healthcare | 10.61% |
| 4 | Consumer Discretionary | 9.76% |
| 5 | Communication Services | 8.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.81T
| $35M | 6.21% |
150,069
-2,057
| -1% | -$459K |
|
|
2
Microsoft
MSFT
$2.94T
| $32.7M | 5.82% |
76,106
-941
| -1% | -$402K |
|
|
3
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
| $32.5M | 5.78% |
259,012
-7,520
| -3% | -$910K |
|
|
4
NVIDIA
NVDA
$5.15T
| $29.6M | 5.25% |
243,564
-7,106
| -3% | -$839K |
|
5
Amazon
AMZN
$2.74T
| $17.9M | 3.18% |
96,026
-1,150
| -1% | -$210K |
|
6
Meta Platforms (Facebook)
META
$1.73T
| $12.9M | 2.3% |
22,621
-269
| -1% | -$138K |
|
7
Alphabet (Google) Class A
GOOGL
$4.53T
| $10.1M | 1.79% |
60,654
-690
| -1% | -$116K |
|
|
8
Alphabet (Google) Class C
GOOG
$4.52T
| $8.53M | 1.52% |
51,043
-850
| -2% | -$144K |
|
9
Berkshire Hathaway Class B
BRK.B
$1.05T
| $8.29M | 1.47% |
18,019
-148
| -0.8% | -$65.4K |
|
10
Broadcom
AVGO
$1.88T
| $8.06M | 1.43% |
46,721
-509
| -1% | -$81.6K |
|
11
Tesla
TSLA
$1.48T
| $7.54M | 1.34% |
28,837
-301
| -1% | -$68.6K |
|
|
12
Eli Lilly
LLY
$1.03T
| $7.33M | 1.3% |
8,279
-532
| -6% | -$478K |
|
13
JPMorgan Chase
JPM
$930B
| $6.23M | 1.11% |
29,561
-375
| -1% | -$79K |
|
14
UnitedHealth
UNH
$380B
| $5.55M | 0.99% |
9,496
-104
| -1% | -$58.8K |
|
15
ExxonMobil
XOM
$599B
| $5.43M | 0.96% |
46,326
-540
| -1% | -$62.4K |
|
16
Visa
V
$675B
| $4.46M | 0.79% |
16,226
-243
| -1% | -$65.7K |
|
17
Procter & Gamble
PG
$345B
| $4.21M | 0.75% |
24,300
-433
| -2% | -$73.5K |
|
18
Mastercard
MA
$473B
| $4.21M | 0.75% |
8,517
-103
| -1% | -$47.9K |
|
19
Home Depot
HD
$340B
| $4.14M | 0.73% |
10,210
-114
| -1% | -$41.6K |
|
20
Costco
COST
$406B
| $4.05M | 0.72% |
4,574
-60
| -1% | -$52.1K |
|
21
Johnson & Johnson
JNJ
$595B
| $4.03M | 0.72% |
24,855
-267
| -1% | -$42.5K |
|
22
Walmart Inc
WMT
$896B
| $3.63M | 0.64% |
44,896
-638
| -1% | -$46.9K |
|
23
AbbVie
ABBV
$431B
| $3.61M | 0.64% |
18,297
-182
| -1% | -$34K |
|
24
Royal Bank of Canada
RY
$303B
| $3.3M | 0.59% |
26,425
-15
| -0.1% | -$1.72K |
|
25
Netflix
NFLX
$310B
| $3.14M | 0.56% |
44,280
-540
| -1% | -$36.1K |
|
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