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
1,172
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%
+7
1127
$1K ﹤0.01%
+24
1128
$1K ﹤0.01%
+53
1129
$1K ﹤0.01%
+57
1130
$1K ﹤0.01%
+151
1131
$1K ﹤0.01%
+23
1132
$1K ﹤0.01%
+121
1133
$1K ﹤0.01%
+206
1134
$1K ﹤0.01%
+40
1135
$1K ﹤0.01%
+115
1136
$1K ﹤0.01%
+10
1137
$1K ﹤0.01%
+16
1138
$1K ﹤0.01%
+41
1139
$1K ﹤0.01%
+15
1140
$1K ﹤0.01%
+35
1141
$1K ﹤0.01%
+10
1142
$1K ﹤0.01%
+12
1143
$1K ﹤0.01%
+33
1144
$1K ﹤0.01%
+122
1145
$1K ﹤0.01%
+13
1146
$1K ﹤0.01%
+13
1147
$1K ﹤0.01%
+10
1148
$1K ﹤0.01%
+10
1149
$1K ﹤0.01%
+41
1150
$1K ﹤0.01%
+750