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
1126
$1K ﹤0.01%
+151
1127
$1K ﹤0.01%
+23
1128
$1K ﹤0.01%
+66
1129
$1K ﹤0.01%
+82
1130
$1K ﹤0.01%
+121
1131
$1K ﹤0.01%
+206
1132
$1K ﹤0.01%
+40
1133
$1K ﹤0.01%
+115
1134
$1K ﹤0.01%
+10
1135
$1K ﹤0.01%
+16
1136
$1K ﹤0.01%
+41
1137
$1K ﹤0.01%
+15
1138
$1K ﹤0.01%
+33
1139
$1K ﹤0.01%
+122
1140
$1K ﹤0.01%
+13
1141
$1K ﹤0.01%
+114
1142
$1K ﹤0.01%
+13
1143
$1K ﹤0.01%
+10
1144
$1K ﹤0.01%
+10
1145
$1K ﹤0.01%
+41
1146
$1K ﹤0.01%
+750
1147
$1K ﹤0.01%
+40
1148
$1K ﹤0.01%
+44
1149
$1K ﹤0.01%
+8
1150
$1K ﹤0.01%
+15