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
-$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$14.2M
3
+$14.1M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$14.1M
5
WSO icon
Watsco Inc
WSO
+$9.95M

Top Sells

1
+$24.9M
2
+$20.8M
3
+$18.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$18.3M
5
ARG
Airgas Inc
ARG
+$12.4M

Sector Composition

1 Financials 17.98%
2 Healthcare 13.22%
3 Industrials 11.64%
4 Consumer Discretionary 9.93%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
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