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CI
Cigna Investments Portfolio holdings
AUM
$650M
1-Year Est. Return
27.11%
This Fund
S&P 500
This Quarter
Est. Return
+4.8%
1 Year Est. Return
+27.11%
3 Year Est. Return
+100.62%
5 Year Est. Return
+128.84%
10 Year Est. Return
–
AUM
$573M
AUM Growth
+$4.65M
(+0.82%)
Cap. Flow
-$13.9M
Cap. Flow
% of AUM
-2.42%
Top 10 Holdings %
Top 10 Hldgs %
36.43%
Holding
482
New
15
Increased
26
Reduced
269
Closed
25
Top Buys
| 1 |
Spotify
SPOT
|
+$1.22M |
| 2 |
Carvana
CVNA
|
+$247K |
| 3 |
United Airlines
UAL
|
+$238K |
| 4 |
Texas Pacific Land
TPL
|
+$231K |
| 5 |
LPL Financial
LPLA
|
+$221K |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$3.78M |
| 2 |
Apple
AAPL
|
+$453K |
| 3 |
Southern Copper
SCCO
|
+$284K |
| 4 |
First Solar
FSLR
|
+$270K |
| 5 |
LyondellBasell Industries
LYB
|
+$252K |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.89T
| $37.1M | 6.48% |
148,145
-1,924
| -1% | -$453K |
|
2
NVIDIA
NVDA
$5.02T
| $32.5M | 5.67% |
241,751
-1,813
| -0.7% | -$250K |
|
3
Microsoft
MSFT
$2.98T
| $31.9M | 5.57% |
75,598
-508
| -0.7% | -$216K |
|
|
4
iShares Core S&P Total US Stock Market ETF
ITOT
$94.6B
| $29.6M | 5.16% |
229,812
-29,200
| -11% | -$3.78M |
|
5
Amazon
AMZN
$2.69T
| $21.1M | 3.69% |
96,298
+272
| +0.3% | +$55.6K |
|
6
Meta Platforms (Facebook)
META
$1.69T
| $13.2M | 2.3% |
22,483
-138
| -0.6% | -$81K |
|
7
Tesla
TSLA
$1.47T
| $11.6M | 2.02% |
28,648
-189
| -0.7% | -$60.8K |
|
8
Alphabet (Google) Class A
GOOGL
$4.33T
| $11.4M | 1.99% |
60,191
-463
| -0.8% | -$81K |
|
9
Broadcom
AVGO
$1.78T
| $10.8M | 1.88% |
46,446
-275
| -0.6% | -$50.9K |
|
|
10
Alphabet (Google) Class C
GOOG
$4.32T
| $9.53M | 1.66% |
50,039
-1,004
| -2% | -$177K |
|
11
Berkshire Hathaway Class B
BRK.B
$1.06T
| $8.14M | 1.42% |
17,953
-66
| -0.4% | -$30.5K |
|
12
JPMorgan Chase
JPM
$912B
| $6.92M | 1.21% |
28,877
-684
| -2% | -$159K |
|
13
Eli Lilly
LLY
$1.04T
| $6.36M | 1.11% |
8,235
-44
| -0.5% | -$36.4K |
|
14
Visa
V
$694B
| $5.15M | 0.9% |
16,293
+67
| +0.4% | +$20.1K |
|
15
ExxonMobil
XOM
$605B
| $4.94M | 0.86% |
45,904
-422
| -0.9% | -$49.4K |
|
16
UnitedHealth
UNH
$384B
| $4.77M | 0.83% |
9,428
-68
| -0.7% | -$38.6K |
|
17
Mastercard
MA
$487B
| $4.42M | 0.77% |
8,393
-124
| -1% | -$64.2K |
|
18
Costco
COST
$419B
| $4.16M | 0.73% |
4,538
-36
| -0.8% | -$33.4K |
|
19
Procter & Gamble
PG
$353B
| $4.04M | 0.71% |
24,086
-214
| -0.9% | -$36.4K |
|
20
Walmart Inc
WMT
$915B
| $4.02M | 0.7% |
44,525
-371
| -0.8% | -$32.2K |
|
21
Home Depot
HD
$347B
| $3.95M | 0.69% |
10,152
-58
| -0.6% | -$23.7K |
|
22
Netflix
NFLX
$313B
| $3.92M | 0.69% |
44,010
-270
| -0.6% | -$22.2K |
|
23
Johnson & Johnson
JNJ
$602B
| $3.58M | 0.62% |
24,728
-127
| -0.5% | -$19.7K |
|
24
AbbVie
ABBV
$449B
| $3.23M | 0.56% |
18,187
-110
| -0.6% | -$20.2K |
|
25
Salesforce
CRM
$141B
| $3.19M | 0.56% |
9,536
-185
| -2% | -$59K |
|
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