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
$2.91B
AUM Growth
-$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$74.7M
2
+$26.4M
3
+$19.7M
4
FIBK icon
First Interstate BancSystem
FIBK
+$15.2M
5
INTU icon
Intuit
INTU
+$15.1M

Top Sells

1
+$39M
2
+$24M
3
+$16.8M
4
JKHY icon
Jack Henry & Associates
JKHY
+$14.8M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$10.5M

Sector Composition

1 Financials 22.23%
2 Technology 17.5%
3 Healthcare 14.09%
4 Industrials 9.26%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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491
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