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
$1.93B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$12.4M
3
+$10.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.71M
5
TSLA icon
Tesla
TSLA
+$4.5M

Top Sells

1
+$12M
2
+$11.6M
3
+$11.5M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$8.76M
5
AVGO icon
Broadcom
AVGO
+$5.53M

Sector Composition

1 Technology 7.28%
2 Healthcare 5.82%
3 Financials 4.88%
4 Industrials 4.6%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.56M 0.24%
54,513
+1,384
127
$4.55M 0.24%
58,995
+2,411
128
$4.49M 0.23%
13,525
+1,205
129
$4.41M 0.23%
28,925
+980
130
$4.41M 0.23%
13,658
+466
131
$4.37M 0.23%
21,054
+3,998
132
$4.31M 0.22%
232,112
+7,787
133
$4.3M 0.22%
115,736
-9,903
134
$4.29M 0.22%
73,642
-610
135
$4.29M 0.22%
41,406
+32,170
136
$4.27M 0.22%
90,976
+415
137
$4.26M 0.22%
127,043
-62,070
138
$4.25M 0.22%
124,979
+526
139
$4.19M 0.22%
170,020
+72
140
$4.17M 0.22%
97,696
+2,867
141
$4.15M 0.21%
54,925
+1,506
142
$4.09M 0.21%
78,087
+4,320
143
$4.03M 0.21%
111,260
+7,980
144
$4M 0.21%
64,165
-765
145
$4M 0.21%
+118,038
146
$3.94M 0.2%
36,719
-7,964
147
$3.94M 0.2%
220,808
+17,772
148
$3.93M 0.2%
64,452
-6,959
149
$3.91M 0.2%
124,552
-5,492
150
$3.88M 0.2%
+24,921
4 5
6
7 8