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
201
$462K 0.04%
+12,113
202
$437K 0.03%
+4,087
203
$423K 0.03%
+10,256
204
$418K 0.03%
+5,742
205
$418K 0.03%
+13,613
206
$408K 0.03%
+26,310
207
$403K 0.03%
+64,850
208
$400K 0.03%
+13,718
209
$395K 0.03%
+5,137
210
$390K 0.03%
+6,687
211
$380K 0.03%
+16,030
212
$378K 0.03%
+5,200
213
$364K 0.03%
+30,000
214
$349K 0.03%
+9,894
215
$343K 0.03%
+9,611
216
$336K 0.03%
+8,356
217
$336K 0.03%
+12,755
218
$330K 0.03%
+4,534
219
$320K 0.02%
+8,578
220
$319K 0.02%
+13,604
221
$313K 0.02%
+3,650
222
$312K 0.02%
+6,161
223
$311K 0.02%
+34,193
224
$311K 0.02%
+6,047
225
$311K 0.02%
+55,600