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
$4.34B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$22.8M
3
+$16.7M
4
WCLD icon
WisdomTree Cloud Computing Fund
WCLD
+$14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.4M

Top Sells

1
+$37.9M
2
+$19.1M
3
+$14.6M
4
FICO icon
Fair Isaac
FICO
+$11.1M
5
CME icon
CME Group
CME
+$10.8M

Sector Composition

1 Technology 20.69%
2 Financials 17.19%
3 Industrials 9.98%
4 Healthcare 9.65%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.12M 0.14%
+15,435
177
$5.91M 0.14%
+214,578
178
$5.87M 0.14%
+60,731
179
$5.87M 0.14%
41,055
+1,649
180
$5.59M 0.13%
55,013
-3,365
181
$5.55M 0.13%
13,526
182
$5.52M 0.13%
127,750
183
$5.48M 0.13%
87,960
-7,151
184
$5.42M 0.12%
77,450
185
$5.33M 0.12%
111,554
-8,189
186
$5.32M 0.12%
132,548
-19,069
187
$5.26M 0.12%
153,082
-35
188
$5.16M 0.12%
425,063
+3,819
189
$5.15M 0.12%
100,000
190
$5.15M 0.12%
+41,264
191
$5.14M 0.12%
98,324
-33
192
$5.13M 0.12%
225,950
+9,118
193
$5.1M 0.12%
7,321
+178
194
$4.88M 0.11%
35,494
+33,516
195
$4.76M 0.11%
33,328
-223
196
$4.75M 0.11%
68,852
+703
197
$4.71M 0.11%
53,270
-316
198
$4.7M 0.11%
8,031
+224
199
$4.51M 0.1%
24,993
+434
200
$4.49M 0.1%
154,284
6 7
8
9 10