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
$1.32B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1 +$28M
2 +$25.4M
3 +$23.3M
4
HOG icon
Harley-Davidson
HOG
+$22.8M
5
V icon
Visa
V
+$22.4M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.14%
2 Consumer Discretionary 11.68%
3 Financials 10.83%
4 Healthcare 9.12%
5 Technology 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$4.03M 0.31%
+274,804
77
$3.8M 0.29%
+277,125
78
$3.79M 0.29%
+95,281
79
$3.78M 0.29%
+77,636
80
$3.76M 0.29%
+77,172
81
$3.71M 0.28%
+77,484
82
$3.67M 0.28%
+89,432
83
$3.67M 0.28%
+96,164
84
$3.6M 0.27%
+4,696
85
$3.58M 0.27%
+1,324,787
86
$3.57M 0.27%
+619,082
87
$3.5M 0.27%
+178,399
88
$3.44M 0.26%
+28,548
89
$3.31M 0.25%
+64,321
90
$3.29M 0.25%
+351,557
91
$3.25M 0.25%
+252,641
92
$3.22M 0.24%
+158,596
93
$3.18M 0.24%
+78,913
94
$3.13M 0.24%
+450,318
95
$3.12M 0.24%
+775,000
96
$3.07M 0.23%
+59,708
97
$3.04M 0.23%
+104,986
98
$3.04M 0.23%
+18,523
99
$2.97M 0.23%
+211,272
100
$2.9M 0.22%
+221,000