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
$3.37B
AUM Growth
+$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.3M
3
+$15.2M
4
ISBC
Investors Bancorp, Inc.
ISBC
+$11.3M
5
AMAL icon
Amalgamated Financial
AMAL
+$8.33M

Top Sells

1
+$190M
2
+$23M
3
+$12.1M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$10.1M
5
LTXB
LegacyTexas Financial Group Inc
LTXB
+$9.65M

Sector Composition

1 Financials 31.7%
2 Industrials 10.36%
3 Healthcare 10%
4 Technology 9.77%
5 Consumer Discretionary 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.84M 0.04%
78,192
-3,988
377
$1.83M 0.04%
190,150
-61,613
378
$1.8M 0.04%
10,701
+703
379
$1.8M 0.04%
198,552
380
$1.8M 0.04%
70,842
+9,513
381
$1.79M 0.04%
12,906
-2,440
382
$1.79M 0.04%
12,996
-2,123
383
$1.75M 0.04%
6,494
+28
384
$1.74M 0.04%
12,293
-1,140
385
$1.71M 0.04%
149,586
-914
386
$1.7M 0.04%
171,126
+27,230
387
$1.7M 0.04%
7,648
+756
388
$1.7M 0.04%
47,466
-6,536
389
$1.65M 0.04%
+81,926
390
$1.62M 0.04%
10,743
+29
391
$1.61M 0.04%
128,479
+53,557
392
$1.61M 0.04%
+64,733
393
$1.61M 0.04%
54,554
+7,433
394
$1.6M 0.04%
38,312
+6,320
395
$1.59M 0.04%
134,030
+8,485
396
$1.59M 0.04%
+175,297
397
$1.59M 0.04%
+258,067
398
$1.59M 0.04%
128,881
-149
399
$1.57M 0.04%
18,137
-951
400
$1.57M 0.04%
13,405
-715
14 15
16
17 18