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
$4.4B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$12.1M
3
+$5.66M
4
MSFT icon
Microsoft
MSFT
+$5.5M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.34M

Top Sells

1
+$25.2M
2
+$12.4M
3
+$11M
4
MPWR icon
Monolithic Power Systems
MPWR
+$9.88M
5
DEO icon
Diageo
DEO
+$9.2M

Sector Composition

1 Technology 20.36%
2 Financials 16.56%
3 Healthcare 11.19%
4 Industrials 10.38%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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