CRC

Curi RMB Capital Portfolio holdings

AUM $5.61B
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$16.2M
3 +$10.4M
4
BFH icon
Bread Financial
BFH
+$8.91M
5
UA icon
Under Armour Class C
UA
+$7.68M

Sector Composition

1 Financials 21.88%
2 Industrials 14.41%
3 Healthcare 11.71%
4 Consumer Discretionary 11.67%
5 Technology 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-69,228
452
-23,295
453
-34,969
454
-11,494
455
0
456
-167,400
457
-14,712
458
-34,440
459
-24,176
460
-83,832
461
-11,400
462
-127,815
463
-13,644
464
-7,255
465
-297,590
466
-27,744
467
-11,200
468
0
469
-10,430
470
-19,704
471
-33,157
472
-90,695
473
-432,685
474
-17,016
475
-23,159