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
$1.58B
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$18.6M
3
+$11.4M
4
CELG
Celgene Corp
CELG
+$9.04M
5
CVX icon
Chevron
CVX
+$7.93M

Top Sells

1
+$15.8M
2
+$14.2M
3
+$9.13M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.29M
5
QCOM icon
Qualcomm
QCOM
+$8.27M

Sector Composition

1 Financials 13.6%
2 Industrials 11.95%
3 Consumer Discretionary 11.15%
4 Healthcare 10.98%
5 Communication Services 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$211K 0.01%
+9,816
352
$210K 0.01%
2,034
353
$209K 0.01%
3,356
-1,764
354
$208K 0.01%
+14,406
355
$206K 0.01%
+1,743
356
$205K 0.01%
3,184
-394
357
$204K 0.01%
+20,284
358
$202K 0.01%
+62,897
359
$201K 0.01%
+2,525
360
$198K 0.01%
+12,972
361
$197K 0.01%
+24,391
362
$190K 0.01%
+15,430
363
$188K 0.01%
+10,651
364
$185K 0.01%
+13,060
365
$184K 0.01%
+13,663
366
$184K 0.01%
+19,190
367
$182K 0.01%
+13,956
368
$176K 0.01%
+12,615
369
$160K 0.01%
+16,393
370
$159K 0.01%
+10,672
371
$157K 0.01%
+11,153
372
$155K 0.01%
+13,270
373
$151K 0.01%
+11,927
374
$146K 0.01%
+19,356
375
$146K 0.01%
+10,476
13 14
15
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