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
426
$251K 0.01%
2,470
427
$250K 0.01%
+2,782
428
$249K 0.01%
+8,800
429
$244K 0.01%
1,049
+57
430
$243K 0.01%
29,372
431
$240K 0.01%
4,000
432
$237K 0.01%
4,149
433
$235K 0.01%
2,831
-8
434
$234K 0.01%
2,897
+226
435
$234K 0.01%
1,564
+32
436
$232K 0.01%
9,656
437
$231K 0.01%
+1,797
438
$230K 0.01%
6,290
-1,750
439
$229K 0.01%
1,888
440
$228K 0.01%
5,221
-16
441
$226K 0.01%
1,615
442
$225K 0.01%
+2,364
443
$225K 0.01%
2,711
+124
444
$224K 0.01%
5,000
445
$224K 0.01%
1,370
446
$217K 0.01%
32,686
-11,619
447
$216K 0.01%
2,224
448
$216K 0.01%
4,275
-1,300
449
$212K 0.01%
+7,050
450
$211K 0.01%
1,463
-5
16 17
18
19 20