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
$3.37B
AUM Growth
+$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1 +$18M
2 +$16.3M
3 +$15.2M
4
ISBC
Investors Bancorp, Inc.
ISBC
+$11.3M
5
AMAL icon
Amalgamated Financial
AMAL
+$8.33M

Sector Composition

1 Financials 31.7%
2 Industrials 10.36%
3 Healthcare 10%
4 Technology 9.77%
5 Consumer Discretionary 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$3.2M 0.08%
+242,723
252
$3.18M 0.08%
84,076
-4,486
253
$3.15M 0.08%
2,430
-100
254
$3.1M 0.07%
96,938
+86
255
$3.09M 0.07%
209,584
-185,893
256
$3.07M 0.07%
135,440
+747
257
$3.06M 0.07%
67,185
+3,728
258
$3.06M 0.07%
69,056
+15,760
259
$3.04M 0.07%
82,987
-34,057
260
$3.03M 0.07%
276,615
+11,334
261
$3.03M 0.07%
96,529
+6,661
262
$3.02M 0.07%
32,630
-3,291
263
$3.02M 0.07%
135,322
264
$3.02M 0.07%
100,000
265
$3M 0.07%
77,360
-407
266
$2.98M 0.07%
178,018
-25,906
267
$2.97M 0.07%
76,883
-687
268
$2.97M 0.07%
149,264
-9,090
269
$2.96M 0.07%
86,553
-7,812
270
$2.94M 0.07%
151,744
-52,558
271
$2.91M 0.07%
173,235
-9,652
272
$2.9M 0.07%
46,072
-158
273
$2.9M 0.07%
45,693
-5,129
274
$2.87M 0.07%
18,308
+664
275
$2.86M 0.07%
1,300,000