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
101
$2.81M 0.21%
+69,377
102
$2.77M 0.21%
+153,106
103
$2.76M 0.21%
+472,804
104
$2.75M 0.21%
+49,611
105
$2.75M 0.21%
+126,835
106
$2.71M 0.21%
+28,693
107
$2.71M 0.21%
+68,848
108
$2.63M 0.2%
+260,239
109
$2.63M 0.2%
+42,075
110
$2.6M 0.2%
+66,326
111
$2.57M 0.19%
+75,171
112
$2.56M 0.19%
+634,090
113
$2.56M 0.19%
+28,639
114
$2.54M 0.19%
+72,378
115
$2.52M 0.19%
+137,515
116
$2.52M 0.19%
+51,648
117
$2.44M 0.19%
+116,104
118
$2.38M 0.18%
+42,091
119
$2.32M 0.18%
+35,261
120
$2.3M 0.17%
+70,087
121
$2.29M 0.17%
+162,258
122
$2.2M 0.17%
+64,879
123
$2.19M 0.17%
+154,784
124
$2.18M 0.17%
+96,813
125
$2.17M 0.16%
+29,806