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
426
$409K 0.01%
+4,582
427
$409K 0.01%
3,058
428
$408K 0.01%
6,083
429
$408K 0.01%
7,776
-248
430
$405K 0.01%
5,013
-111
431
$401K 0.01%
3,813
-1
432
$392K 0.01%
+6,721
433
$391K 0.01%
4,576
-1,201
434
$387K 0.01%
1,955
+61
435
$385K 0.01%
9,070
436
$383K 0.01%
1,484
-328
437
$379K 0.01%
1,281
-344
438
$375K 0.01%
10,139
439
$370K 0.01%
+2,570
440
$366K 0.01%
2,528
441
$357K 0.01%
8,619
+167
442
$354K 0.01%
2,207
-1,647
443
$354K 0.01%
1,989
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444
$354K 0.01%
1,474
+131
445
$348K 0.01%
29,881
-9,306
446
$348K 0.01%
3,001
447
$347K 0.01%
1,215
-2,074
448
$346K 0.01%
+4,786
449
$343K 0.01%
15,045
-7,408
450
$331K 0.01%
1,006
-813
16 17
18
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