CRC
Curi RMB Capital Portfolio holdings
AUM
$5.61B
1-Year Est. Return
19.44%
This Fund
S&P 500
1 Year Est. Return
+19.44%
AUM
$5.61B
AUM Growth
-$158M
(-2.7%)
Holding
954
Top Buys
| 1 | +$44.5M | |
| 2 | +$21.9M | |
| 3 | +$19M | |
| 4 |
Applied Materials
AMAT
|
+$14.7M |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
+$14.5M |
Top Sells
| 1 | +$32.2M | |
| 2 | +$19.2M | |
| 3 | +$18.6M | |
| 4 |
Microsoft
MSFT
|
+$15.5M |
| 5 |
Synopsys
SNPS
|
+$13.8M |
Sector Composition
| 1 | Technology | 18.81% |
| 2 | Financials | 15.86% |
| 3 | Industrials | 9.29% |
| 4 | Healthcare | 8.78% |
| 5 | Consumer Discretionary | 7.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
Hanover Insurance
THG
$6.76B
| – | – |
-1,126
|
|
||
952
Wheaton Precious Metals
WPM
$52.8B
| – | – |
-2,092
|
|
||
953
DraftKings
DKNG
$12.4B
| – | – |
-22,975
|
|
||
954
Solventum
SOLV
$14B
| – | – |
-4,990
|
|