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
$3.37B
AUM Growth
+$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.3M
3
+$15.2M
4
ISBC
Investors Bancorp, Inc.
ISBC
+$11.3M
5
AMAL icon
Amalgamated Financial
AMAL
+$8.33M

Top Sells

1
+$190M
2
+$23M
3
+$12.1M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$10.1M
5
LTXB
LegacyTexas Financial Group Inc
LTXB
+$9.65M

Sector Composition

1 Financials 31.7%
2 Industrials 10.36%
3 Healthcare 10%
4 Technology 9.77%
5 Consumer Discretionary 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$227K 0.01%
+7,935
777
$225K 0.01%
21,333
-6,540
778
$224K 0.01%
+2,276
779
$223K 0.01%
30,556
-398
780
$223K 0.01%
+2,254
781
$222K 0.01%
1,660
782
$220K 0.01%
17,125
-53,467
783
$220K 0.01%
10,535
784
$219K 0.01%
+12,925
785
$219K 0.01%
+1,425
786
$218K 0.01%
1,672
787
$217K 0.01%
+8,790
788
$214K 0.01%
+5,280
789
$214K 0.01%
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790
$214K 0.01%
+1,054
791
$213K 0.01%
+2,944
792
$213K 0.01%
7,630
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793
$212K 0.01%
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794
$211K 0.01%
+14,494
795
$210K 0.01%
2,209
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796
$208K 0.01%
+39,286
797
$208K 0.01%
+739
798
$207K 0.01%
11,605
-247
799
$207K 0.01%
+4,375
800
$206K ﹤0.01%
5,960
-16,097
30 31
32
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