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
276
$1.85M 0.04%
19,002
+839
277
$1.85M 0.04%
+22,017
278
$1.78M 0.04%
56,629
+5,248
279
$1.78M 0.04%
100,000
280
$1.77M 0.04%
28,770
281
$1.75M 0.04%
14,144
-606
282
$1.74M 0.04%
4,804
-493
283
$1.74M 0.04%
9,389
+5,177
284
$1.73M 0.04%
3,564
285
$1.71M 0.04%
5,907
+2
286
$1.67M 0.04%
40,775
+67
287
$1.66M 0.04%
15,630
-1,500
288
$1.66M 0.04%
22,333
-120
289
$1.66M 0.04%
15,406
+716
290
$1.64M 0.04%
39,255
+14,927
291
$1.62M 0.04%
1,525
+245
292
$1.61M 0.04%
54,727
293
$1.61M 0.04%
1,318
-132
294
$1.58M 0.04%
10,628
-1,213
295
$1.52M 0.04%
14,731
296
$1.45M 0.03%
26,011
-2,243
297
$1.45M 0.03%
30,265
+533
298
$1.44M 0.03%
1,576
-1,145
299
$1.44M 0.03%
36,418
300
$1.44M 0.03%
9,388
-215
10 11
12
13 14