CI

CX Institutional Portfolio holdings

AUM $3.29B
1-Year Est. Return 12.45%
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 3.7%
2 Technology 3.65%
3 Financials 3.58%
4 Industrials 2.98%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$5K ﹤0.01%
+210
1027
$5K ﹤0.01%
+118
1028
$5K ﹤0.01%
+213
1029
$5K ﹤0.01%
+275
1030
$5K ﹤0.01%
+157
1031
$5K ﹤0.01%
+300
1032
$5K ﹤0.01%
+28
1033
$5K ﹤0.01%
+591
1034
$5K ﹤0.01%
+560
1035
$5K ﹤0.01%
+601
1036
$5K ﹤0.01%
+178
1037
$5K ﹤0.01%
+55
1038
$5K ﹤0.01%
+29
1039
$5K ﹤0.01%
+126
1040
$5K ﹤0.01%
+52
1041
$5K ﹤0.01%
+32
1042
$5K ﹤0.01%
+134
1043
$5K ﹤0.01%
+88
1044
$5K ﹤0.01%
+488
1045
$4K ﹤0.01%
+250
1046
$4K ﹤0.01%
+15
1047
$4K ﹤0.01%
+250
1048
$4K ﹤0.01%
+347
1049
$4K ﹤0.01%
+300
1050
$4K ﹤0.01%
+14