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
401
$322K 0.01%
6,574
402
$321K 0.01%
52,845
403
$321K 0.01%
3,505
404
$304K 0.01%
4,223
-423
405
$300K 0.01%
8,960
-1,994
406
$300K 0.01%
24,536
407
$297K 0.01%
5,511
+358
408
$290K 0.01%
5,814
+190
409
$288K 0.01%
3,400
410
$286K 0.01%
28,203
411
$285K 0.01%
15,465
-2,979
412
$284K 0.01%
3,151
413
$284K 0.01%
7,781
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414
$282K 0.01%
8,797
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415
$282K 0.01%
18,408
-2,652
416
$281K 0.01%
3,886
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417
$273K 0.01%
8,316
418
$273K 0.01%
+12,818
419
$271K 0.01%
4,950
420
$270K 0.01%
1,217
-5
421
$268K 0.01%
5,502
-4,717
422
$264K 0.01%
2,000
423
$264K 0.01%
6,094
424
$263K 0.01%
3,595
+170
425
$253K 0.01%
4,115
-115
15 16
17
18 19