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
401
$1.57M 0.04%
123,524
-51,716
402
$1.56M 0.04%
+54,503
403
$1.55M 0.04%
117,391
+16,458
404
$1.54M 0.04%
19,968
-4
405
$1.54M 0.04%
24,468
406
$1.53M 0.04%
+177,214
407
$1.53M 0.04%
189,836
+51,430
408
$1.52M 0.04%
127,268
+76,401
409
$1.51M 0.04%
145,917
+49,677
410
$1.51M 0.04%
+29,540
411
$1.5M 0.04%
55,247
+41,963
412
$1.5M 0.04%
17,181
-512
413
$1.49M 0.04%
101,376
-17,420
414
$1.49M 0.04%
11,120
+358
415
$1.48M 0.04%
+80,055
416
$1.47M 0.04%
106,275
-52,963
417
$1.46M 0.04%
15,779
418
$1.46M 0.04%
67,672
-63,793
419
$1.42M 0.03%
27,737
+5,760
420
$1.41M 0.03%
10,018
421
$1.37M 0.03%
12,075
422
$1.36M 0.03%
107,137
+84,332
423
$1.35M 0.03%
+113,827
424
$1.35M 0.03%
212,701
425
$1.33M 0.03%
99,153
-140,061
15 16
17
18 19