CRC

Curi RMB Capital Portfolio holdings

AUM $5.27B
1-Year Est. Return 16.35%
This Quarter Est. Return
1 Year Est. Return
+16.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1 +$8.46M
2 +$7.18M
3 +$7.04M
4
GWR
Genesee & Wyoming Inc.
GWR
+$4.98M
5
DHR icon
Danaher
DHR
+$3.52M

Top Sells

1 +$10.6M
2 +$7.25M
3 +$7.06M
4
AAP icon
Advance Auto Parts
AAP
+$5.71M
5
LABL
Multi-Color Corp
LABL
+$5.01M

Sector Composition

1 Industrials 15.9%
2 Financials 12.49%
3 Consumer Discretionary 11.97%
4 Healthcare 9.05%
5 Technology 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$246K 0.02%
8,434
+1,023
252
$241K 0.02%
875
+85
253
$240K 0.02%
2,063
-84
254
$238K 0.02%
3,950
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255
$238K 0.02%
9,069
-1,191
256
$237K 0.02%
3,145
-158
257
$237K 0.02%
1,749
-194
258
$235K 0.02%
+5,327
259
$235K 0.02%
1,000
260
$228K 0.02%
6,150
+1,594
261
$226K 0.02%
+3,202
262
$226K 0.02%
19,409
-2,715
263
$225K 0.02%
3,879
-588
264
$222K 0.02%
5,935
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265
$222K 0.02%
7,694
-1,275
266
$221K 0.02%
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267
$221K 0.02%
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268
$221K 0.02%
+5,295
269
$220K 0.02%
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270
$219K 0.02%
20,871
-3,772
271
$219K 0.02%
25,169
+406
272
$218K 0.02%
17,676
-1,810
273
$216K 0.02%
+22,500
274
$215K 0.01%
+3,923
275
$212K 0.01%
+4,163