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
$1.55B
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.72M
3
+$8.6M
4
XOM icon
Exxon Mobil
XOM
+$6M
5
RPM icon
RPM International
RPM
+$4.98M

Top Sells

1
+$11.8M
2
+$10.6M
3
+$8.51M
4
TJX icon
TJX Companies
TJX
+$7.33M
5
CVX icon
Chevron
CVX
+$6.14M

Sector Composition

1 Financials 13.98%
2 Industrials 13.17%
3 Consumer Discretionary 11.65%
4 Healthcare 10.3%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
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