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
$1.53B
AUM Growth
-$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$18.2M
3
+$8.3M
4
BF.B icon
Brown-Forman Class B
BF.B
+$7.53M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.85M

Top Sells

1
+$23.3M
2
+$15.6M
3
+$8.22M
4
PX
Praxair Inc
PX
+$7.45M
5
PLL
PALL CORP
PLL
+$7.36M

Sector Composition

1 Industrials 13.3%
2 Financials 12.58%
3 Healthcare 11.32%
4 Consumer Discretionary 10.8%
5 Technology 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$228K 0.01%
+5,104
352
$226K 0.01%
1,811
+11
353
$224K 0.01%
3,642
+286
354
$223K 0.01%
+8,400
355
$220K 0.01%
+11,094
356
$218K 0.01%
+17,190
357
$217K 0.01%
+3,193
358
$215K 0.01%
2,528
+3
359
$215K 0.01%
1,759
+16
360
$215K 0.01%
16,195
+5,719
361
$214K 0.01%
6,705
-70
362
$212K 0.01%
+14,825
363
$207K 0.01%
+28,907
364
$205K 0.01%
+8,490
365
$205K 0.01%
+6,844
366
$202K 0.01%
3,197
+13
367
$200K 0.01%
+7,582
368
$176K 0.01%
+13,521
369
$174K 0.01%
+16,135
370
$165K 0.01%
+11,458
371
$162K 0.01%
+10,488
372
$154K 0.01%
+14,227
373
$153K 0.01%
+11,524
374
$148K 0.01%
12,499
-8,038
375
$136K 0.01%
15,944
-18,526
13 14
15
16 17