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
$3.05B
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.67M
3
+$8.75M
4
RPM icon
RPM International
RPM
+$5.11M
5
SYNA icon
Synaptics
SYNA
+$4.45M

Top Sells

1
+$15.8M
2
+$11.9M
3
+$6.16M
4
ACN icon
Accenture
ACN
+$3.3M
5
MNSB icon
MainStreet Bancshares
MNSB
+$2.82M

Sector Composition

1 Technology 18.62%
2 Healthcare 16.4%
3 Financials 15.63%
4 Industrials 11.61%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$282K 0.01%
+3,278
402
$277K 0.01%
5,000
403
$277K 0.01%
1,377
404
$273K 0.01%
+4,032
405
$270K 0.01%
5,624
406
$268K 0.01%
14,464
407
$267K 0.01%
5,949
+750
408
$265K 0.01%
3,633
+825
409
$263K 0.01%
3,400
410
$263K 0.01%
5,500
411
$261K 0.01%
1,018
+107
412
$260K 0.01%
+3,332
413
$253K 0.01%
4,365
414
$251K 0.01%
4,300
415
$248K 0.01%
24,433
416
$247K 0.01%
4,455
417
$245K 0.01%
2,572
418
$245K 0.01%
3,492
+38
419
$244K 0.01%
327
+3
420
$240K 0.01%
992
+17
421
$240K 0.01%
1,888
422
$237K 0.01%
2,000
-2,500
423
$235K 0.01%
1,586
424
$234K 0.01%
15,000
425
$230K 0.01%
878
15 16
17
18 19