CRC

Curi RMB Capital Portfolio holdings

AUM $5.76B
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$9.4M
3
+$9.37M
4
XOM icon
Exxon Mobil
XOM
+$6.05M
5
RPM icon
RPM International
RPM
+$4.57M

Top Sells

1
+$11.8M
2
+$10.6M
3
+$7.75M
4
TJX icon
TJX Companies
TJX
+$6.81M
5
CVX icon
Chevron
CVX
+$6.22M

Sector Composition

1 Financials 13.88%
2 Industrials 13.17%
3 Consumer Discretionary 11.65%
4 Healthcare 10.18%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$98K 0.01%
15,786
-6,886
302
$87K 0.01%
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315
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