CRC

Curi RMB Capital Portfolio holdings

AUM $5.45B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.34B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$22.8M
3
+$16.7M
4
WCLD icon
WisdomTree Cloud Computing Fund
WCLD
+$14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.4M

Top Sells

1
+$37.9M
2
+$19.1M
3
+$14.6M
4
FICO icon
Fair Isaac
FICO
+$11.1M
5
CME icon
CME Group
CME
+$10.8M

Sector Composition

1 Technology 20.69%
2 Financials 17.19%
3 Industrials 9.98%
4 Healthcare 9.65%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.25M 0.07%
21,065
-5,047
227
$3.25M 0.07%
35,533
-3,029
228
$3.21M 0.07%
102,700
229
$3.11M 0.07%
16,565
-44,135
230
$3.1M 0.07%
57,032
+897
231
$2.95M 0.07%
361
-21
232
$2.95M 0.07%
108,576
-11,207
233
$2.93M 0.07%
12,322
+405
234
$2.92M 0.07%
7,070
+1,499
235
$2.82M 0.07%
16,843
-4,812
236
$2.79M 0.06%
25,926
-4,087
237
$2.78M 0.06%
175,164
238
$2.68M 0.06%
8,011
-3,020
239
$2.67M 0.06%
5,500
-637
240
$2.62M 0.06%
25,072
+1,495
241
$2.56M 0.06%
6,053
+10
242
$2.55M 0.06%
30,000
243
$2.54M 0.06%
35,112
-528
244
$2.53M 0.06%
70,928
245
$2.53M 0.06%
40,365
246
$2.52M 0.06%
57,621
-335
247
$2.51M 0.06%
25,252
248
$2.43M 0.06%
+89,021
249
$2.4M 0.06%
10,632
-1,481
250
$2.39M 0.06%
66,554
-2,196
8 9
10
11 12