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
451
$327K 0.01%
5,097
452
$326K 0.01%
6,574
453
$321K 0.01%
8,950
454
$319K 0.01%
149,577
455
$318K 0.01%
4,200
-2,565
456
$318K 0.01%
1,739
-541
457
$316K 0.01%
11,321
458
$311K 0.01%
8,316
459
$307K 0.01%
7,039
460
$307K 0.01%
4,542
-676
461
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8,421
-298
462
$297K 0.01%
2,197
-2
463
$294K 0.01%
23,000
-20,025
464
$292K 0.01%
4,847
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465
$289K 0.01%
28,150
466
$285K 0.01%
4,662
467
$284K 0.01%
1,287
-387
468
$281K 0.01%
29,372
469
$277K 0.01%
+15,111
470
$277K 0.01%
30,074
471
$275K 0.01%
8,362
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472
$274K 0.01%
1,038
+1
473
$273K 0.01%
3,931
-2,576
474
$272K 0.01%
2,590
475
$266K 0.01%
15,000
17 18
19
20 21