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
$2.68B
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$7.59M
3
+$4.66M
4
AAPL icon
Apple
AAPL
+$3.22M
5
AMZN icon
Amazon
AMZN
+$3.2M

Top Sells

1
+$46.6M
2
+$16.4M
3
+$10.4M
4
ARGO
Argo Group International Holdings, Ltd.
ARGO
+$8.44M
5
WCLD icon
WisdomTree Cloud Computing Fund
WCLD
+$7.61M

Sector Composition

1 Financials 22.68%
2 Technology 17.58%
3 Healthcare 13.97%
4 Industrials 9.86%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$512K 0.02%
3,540
+62
352
$498K 0.02%
3,353
+178
353
$497K 0.02%
4,185
+226
354
$489K 0.02%
1,814
+78
355
$489K 0.02%
24,369
356
$488K 0.02%
4,082
357
$484K 0.02%
99,140
358
$481K 0.02%
83,750
+15,000
359
$480K 0.02%
+5,238
360
$471K 0.02%
17,716
+10
361
$471K 0.02%
+9,633
362
$469K 0.02%
5,445
+83
363
$462K 0.02%
7,603
-18
364
$457K 0.02%
3,778
+196
365
$455K 0.02%
5,437
+324
366
$455K 0.02%
4,046
+55
367
$451K 0.02%
22,488
368
$443K 0.02%
11,572
369
$441K 0.02%
2,052
-6
370
$440K 0.02%
3,263
+132
371
$439K 0.02%
38,622
-25,000
372
$433K 0.02%
7,173
-128
373
$430K 0.02%
1,195
-2
374
$420K 0.02%
53,988
-3,550
375
$414K 0.02%
26,945
13 14
15
16 17