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
$1.58B
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$18.8M
3
+$11.7M
4
CELG
Celgene Corp
CELG
+$8.72M
5
CVX icon
Chevron
CVX
+$7.8M

Top Sells

1
+$15.8M
2
+$14.2M
3
+$8.45M
4
WLL
Whiting Petroleum Corporation
WLL
+$8.34M
5
QCOM icon
Qualcomm
QCOM
+$8.14M

Sector Composition

1 Financials 13.71%
2 Industrials 11.95%
3 Consumer Discretionary 11.15%
4 Healthcare 11.12%
5 Communication Services 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$218K 0.01%
2,196
-1,689
352
$212K 0.01%
+10,168
353
$211K 0.01%
+9,816
354
$210K 0.01%
2,034
355
$209K 0.01%
3,356
-1,764
356
$208K 0.01%
+14,406
357
$206K 0.01%
+1,743
358
$205K 0.01%
3,184
-394
359
$204K 0.01%
+20,284
360
$202K 0.01%
+62,897
361
$201K 0.01%
+2,525
362
$198K 0.01%
+12,972
363
$197K 0.01%
+24,391
364
$190K 0.01%
+15,430
365
$188K 0.01%
+10,651
366
$185K 0.01%
+13,060
367
$184K 0.01%
+13,663
368
$184K 0.01%
+19,190
369
$182K 0.01%
+13,956
370
$176K 0.01%
+12,615
371
$160K 0.01%
+16,393
372
$159K 0.01%
+10,672
373
$157K 0.01%
+11,153
374
$155K 0.01%
+13,270
375
$151K 0.01%
+11,927
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