CRC
Curi RMB Capital Portfolio holdings
AUM
$5.27B
This Quarter Return
+7.33%
1 Year Return
+16.35%
3 Year Return
+64.1%
5 Year Return
+119.5%
10 Year Return
+234.7%
AUM
$2.31B
AUM Growth
+$2.31B
(+4.4%)
Cap. Flow
-$3.33M
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
18.26%
Holding
691
New
97
Increased
179
Reduced
258
Closed
89
Top Buys
| 1 |
Apple
AAPL
|
$27.6M |
| 2 |
Keurig Dr Pepper
KDP
|
$11.5M |
| 3 |
Synopsys
SNPS
|
$8.83M |
| 4 |
PotlatchDeltic
PCH
|
$6.32M |
| 5 |
CDW
CDW
|
$5.57M |
Top Sells
Sector Composition
| 1 | Technology | 16.75% |
| 2 | Healthcare | 16.33% |
| 3 | Financials | 14.77% |
| 4 | Industrials | 11.06% |
| 5 | Consumer Discretionary | 8.67% |