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
$2.68B
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$7.59M
3
+$4.66M
4
AAPL icon
Apple
AAPL
+$3.22M
5
AMZN icon
Amazon
AMZN
+$3.2M

Top Sells

1
+$46.6M
2
+$16.4M
3
+$10.4M
4
ARGO
Argo Group International Holdings, Ltd.
ARGO
+$8.44M
5
WCLD icon
WisdomTree Cloud Computing Fund
WCLD
+$7.61M

Sector Composition

1 Financials 22.68%
2 Technology 17.58%
3 Healthcare 13.97%
4 Industrials 9.86%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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