CRC

Curi RMB Capital Portfolio holdings

AUM $5.27B
1-Year Est. Return 16.35%
This Quarter Est. Return
1 Year Est. Return
+16.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.34B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$22.8M
3
+$16.7M
4
WCLD icon
WisdomTree Cloud Computing Fund
WCLD
+$14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.4M

Top Sells

1
+$37.9M
2
+$19.1M
3
+$14.6M
4
FICO icon
Fair Isaac
FICO
+$11.1M
5
CME icon
CME Group
CME
+$10.8M

Sector Composition

1 Technology 20.69%
2 Financials 17.19%
3 Industrials 9.98%
4 Healthcare 9.65%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20.8M 0.48%
35,183
+2,461
52
$20.7M 0.48%
1,117,696
+45,302
53
$20.6M 0.48%
39,169
-454
54
$19.9M 0.46%
83,161
+769
55
$19.5M 0.45%
42,981
+25,201
56
$19.5M 0.45%
114,718
-35,211
57
$19M 0.44%
82,031
-46,449
58
$19M 0.44%
30,194
-4,995
59
$18.8M 0.43%
119,687
+16,949
60
$18.5M 0.43%
88,573
+21,138
61
$18.1M 0.42%
253,020
+2,651
62
$18.1M 0.42%
132,224
+1,186
63
$18M 0.41%
84,577
+13,733
64
$17.7M 0.41%
647,458
-44,155
65
$17.4M 0.4%
51,164
+336
66
$17.3M 0.4%
75,664
-14,281
67
$17.2M 0.4%
62,133
-11,920
68
$17.2M 0.4%
67,642
-12,575
69
$17.1M 0.39%
138,802
-1,769
70
$17M 0.39%
29,909
-581
71
$17M 0.39%
529,666
-98,376
72
$16.9M 0.39%
208,275
-2,840
73
$16.8M 0.39%
465,579
+3,562
74
$16.6M 0.38%
73,002
-11,871
75
$16.5M 0.38%
16,136
+2,338
1 2
3
4 5