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
151
$1.68M 0.13%
+9,188
152
$1.63M 0.12%
+276,609
153
$1.62M 0.12%
+506,861
154
$1.61M 0.12%
+30,435
155
$1.59M 0.12%
+20,603
156
$1.59M 0.12%
+10,475
157
$1.57M 0.12%
+31,474
158
$1.54M 0.12%
+150,233
159
$1.52M 0.12%
+110
160
$1.51M 0.11%
+26,151
161
$1.5M 0.11%
+36,443
162
$1.5M 0.11%
+30,384
163
$1.49M 0.11%
+43,375
164
$1.46M 0.11%
+186,373
165
$1.45M 0.11%
+31,530
166
$1.45M 0.11%
+91,996
167
$1.45M 0.11%
+27,950
168
$1.44M 0.11%
+32,418
169
$1.43M 0.11%
+151,129
170
$1.42M 0.11%
+24,022
171
$1.33M 0.1%
+83,159
172
$1.28M 0.1%
+27,316
173
$1.27M 0.1%
+75,151
174
$1.26M 0.1%
+30,625
175
$1.23M 0.09%
+90,571