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
$4.34B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$22.8M
3
+$16.7M
4
WCLD icon
WisdomTree Cloud Computing Fund
WCLD
+$14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.4M

Top Sells

1
+$37.9M
2
+$19.1M
3
+$14.6M
4
FICO icon
Fair Isaac
FICO
+$11.1M
5
CME icon
CME Group
CME
+$10.8M

Sector Composition

1 Technology 20.69%
2 Financials 17.19%
3 Industrials 9.98%
4 Healthcare 9.65%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$545K 0.01%
9,247
-5,737
402
$542K 0.01%
12,720
-1,737
403
$541K 0.01%
82,840
404
$519K 0.01%
50,177
405
$516K 0.01%
1,590
406
$514K 0.01%
10,220
+3,724
407
$512K 0.01%
8,566
-3,827
408
$506K 0.01%
+1,966
409
$502K 0.01%
9,218
-3,871
410
$498K 0.01%
6,584
411
$498K 0.01%
1,677
-622
412
$492K 0.01%
7,207
-621
413
$492K 0.01%
4,298
-408
414
$479K 0.01%
6,060
-2,730
415
$476K 0.01%
5,272
-353
416
$469K 0.01%
3,575
-878
417
$456K 0.01%
4,050
418
$454K 0.01%
5,022
-226
419
$449K 0.01%
7,172
-37
420
$448K 0.01%
4,238
421
$446K 0.01%
2,379
+3
422
$446K 0.01%
15,994
+1,753
423
$422K 0.01%
2,387
-1,143
424
$415K 0.01%
9,431
-748
425
$410K 0.01%
3,103
15 16
17
18 19