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
$3.31B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$9.44M
3
+$6.99M
4
CRM icon
Salesforce
CRM
+$2.62M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.58M

Top Sells

1
+$32.3M
2
+$7.12M
3
+$6.29M
4
NDSN icon
Nordson
NDSN
+$4.26M
5
KSU
Kansas City Southern
KSU
+$3.27M

Sector Composition

1 Technology 18.99%
2 Healthcare 16.05%
3 Financials 15.17%
4 Industrials 10.59%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.23M 0.04%
20,762
-11,203
252
$1.22M 0.04%
75,363
+2,000
253
$1.22M 0.04%
17,831
-5,353
254
$1.21M 0.04%
19,762
+715
255
$1.2M 0.04%
9,306
-337
256
$1.19M 0.04%
3,458
-2,632
257
$1.18M 0.04%
70,703
258
$1.18M 0.04%
26,578
+512
259
$1.17M 0.04%
14,578
-8,763
260
$1.17M 0.04%
4,560
-6
261
$1.13M 0.03%
6,754
+407
262
$1.12M 0.03%
23,774
+8,030
263
$1.12M 0.03%
51,114
264
$1.12M 0.03%
3,220
-8
265
$1.1M 0.03%
+2,383
266
$1.1M 0.03%
36,415
267
$1.1M 0.03%
2,516
+411
268
$1.1M 0.03%
58,248
+1,212
269
$1.1M 0.03%
5,445
-129
270
$1.09M 0.03%
12,774
271
$1.09M 0.03%
6,739
-15
272
$1.03M 0.03%
4,263
+1,263
273
$1M 0.03%
9,953
274
$1M 0.03%
3,000
275
$976K 0.03%
25,907
-5,972
9 10
11
12 13