CRC

Curi RMB Capital Portfolio holdings

AUM $5.76B
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
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
0
452
-10,052
453
-12,894
454
-2,047
455
-15,350
456
-15,756
457
-16,915
458
-91,315
459
-20,736
460
-10,897
461
0
462
-11,781
463
-18,145
464
-160,232
465
-20,134
466
-20,644
467
-17,347
468
-172,087
469
0
470
-23,841
471
-16,244
472
-253,363
473
0
474
-167,400
475
-14,712