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
$1.95B
AUM Growth
-$824M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1 +$22.8M
2 +$19.3M
3 +$15.8M
4
TYL icon
Tyler Technologies
TYL
+$14.9M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$10.6M

Sector Composition

1 Financials 16%
2 Healthcare 15.51%
3 Technology 15.23%
4 Industrials 10.66%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
-6,812
652
-3,899
653
-10,000
654
-2,635
655
-50,399
656
-35,430
657
-29,789
658
-1,052,632
659
-10,771
660
-8,100
661
-28,450
662
-3,475
663
-615,689
664
-6,200
665
-7,244
666
-447,474
667
-184,988
668
-52,070
669
-21,300
670
-606,242
671
-106,437
672
-5,517
673
-644,167
674
-6,721
675
-107,640