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
$1.43B
AUM Growth
-$94.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1 +$20.7M
2 +$13.1M
3 +$12.9M
4
MS icon
Morgan Stanley
MS
+$11.1M
5
AMLP icon
Alerian MLP ETF
AMLP
+$9.64M

Top Sells

1 +$17.8M
2 +$14.1M
3 +$13.9M
4
EMR icon
Emerson Electric
EMR
+$9.74M
5
WRT.CL
WINTHROP RLTY TR 7.75% SR NOTES DUE 2022
WRT.CL
+$9.25M

Sector Composition

1 Financials 15.96%
2 Industrials 11.79%
3 Consumer Discretionary 10.92%
4 Healthcare 10.51%
5 Technology 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-13,515
502
-10,577