CRC

Curi RMB Capital Portfolio holdings

AUM $5.45B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.88B
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14.1M
3
+$13.6M
4
MNSB icon
MainStreet Bancshares
MNSB
+$9.99M
5
AABA
Altaba Inc
AABA
+$9.96M

Top Sells

1
+$24.1M
2
+$14.1M
3
+$10.1M
4
MCD icon
McDonald's
MCD
+$9.64M
5
MSL
Midsouth Bancorp, Inc.
MSL
+$9.58M

Sector Composition

1 Financials 27.7%
2 Healthcare 11.91%
3 Technology 11.72%
4 Industrials 10.7%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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766
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