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
$3.31B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$9.44M
3
+$6.99M
4
CRM icon
Salesforce
CRM
+$2.62M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.58M

Top Sells

1
+$32.3M
2
+$7.12M
3
+$6.29M
4
NDSN icon
Nordson
NDSN
+$4.26M
5
KSU
Kansas City Southern
KSU
+$3.27M

Sector Composition

1 Technology 18.99%
2 Healthcare 16.05%
3 Financials 15.17%
4 Industrials 10.59%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$303K 0.01%
1,370
-7
402
$300K 0.01%
3,400
403
$298K 0.01%
6,864
404
$297K 0.01%
7,541
-204
405
$296K 0.01%
14,464
406
$293K 0.01%
368
+41
407
$292K 0.01%
3,332
408
$287K 0.01%
864
-92
409
$285K 0.01%
5,000
410
$285K 0.01%
2,572
411
$283K 0.01%
4,300
412
$282K 0.01%
17,706
413
$281K 0.01%
2,106
-1,269
414
$275K 0.01%
3,813
-219
415
$272K 0.01%
18,229
416
$268K 0.01%
1,468
+154
417
$266K 0.01%
1,888
418
$263K 0.01%
975
-17
419
$262K 0.01%
1,586
420
$259K 0.01%
8,980
421
$259K 0.01%
+621
422
$257K 0.01%
3,249
-29
423
$256K 0.01%
4,365
424
$256K 0.01%
+20,000
425
$254K 0.01%
1,745
+76
15 16
17
18 19