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
$3.37B
AUM Growth
+$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.3M
3
+$15.2M
4
ISBC
Investors Bancorp, Inc.
ISBC
+$11.3M
5
AMAL icon
Amalgamated Financial
AMAL
+$8.33M

Top Sells

1
+$190M
2
+$23M
3
+$12.1M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$10.1M
5
LTXB
LegacyTexas Financial Group Inc
LTXB
+$9.65M

Sector Composition

1 Financials 31.7%
2 Industrials 10.36%
3 Healthcare 10%
4 Technology 9.77%
5 Consumer Discretionary 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$975K 0.02%
6,743
-111
477
$963K 0.02%
6,409
478
$960K 0.02%
74,031
-52,208
479
$960K 0.02%
223,248
+61,037
480
$959K 0.02%
64,610
-183,099
481
$954K 0.02%
4,061
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482
$953K 0.02%
35,325
-2,363
483
$950K 0.02%
11,414
+2,440
484
$949K 0.02%
+86,071
485
$945K 0.02%
15,930
-430
486
$937K 0.02%
16,788
-950
487
$932K 0.02%
23,220
488
$932K 0.02%
110,220
-58,044
489
$931K 0.02%
7,180
-2,529
490
$927K 0.02%
17,846
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491
$927K 0.02%
22,005
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492
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17,440
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493
$920K 0.02%
138,303
+27,211
494
$909K 0.02%
7,540
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495
$908K 0.02%
4,395
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496
$905K 0.02%
87,824
+31,720
497
$893K 0.02%
37,045
498
$891K 0.02%
146,465
-2,056
499
$882K 0.02%
64,354
-51,875
500
$878K 0.02%
79,594
-9,049
18 19
20
21 22