CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q1 2020
Top Holdings563 positions
SPDR GOLD TR | 6.4M | $946.2M | 5.7% | $132.95 | +15.02% | 5 qtrssince 2019-Q1 | Increased 67 |
ISHARES TR | 13M | $816.1M | 5.0% | $56.82 | 0.00% | 1 qtr | New 88 |
MICROSOFT CORP | 4M | $634.4M | 3.8% | $124.31 | +20.03% | 5 qtrssince 2019-Q1 | Increased 77 |
STATE STR SPDR S&P 500 ETF T | 1.8M | $463.9M | 2.8% | $247.86 | -4.89% | 5 qtrssince 2019-Q1 | Increased 87 |
VISA INC | 2.6M | $419.1M | 2.5% | $152.73 | +0.66% | 5 qtrssince 2019-Q1 | Increased 69 |
AMAZON COM INC | 159,486 | $311M | 1.9% | $93.14 | +4.67% | 5 qtrssince 2019-Q1 | Increased 78 |
MCKESSON CORP | 2.3M | $307.1M | 1.9% | $114.70 | +13.25% | 5 qtrssince 2019-Q1 | Decreased 0 |
ELEVANCE HEALTH INC FORMERLY | 1.3M | $299.4M | 1.8% | $249.55 | -17.02% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 257,418 | $299.3M | 1.8% | $58.53 | -1.60% | 5 qtrssince 2019-Q1 | Decreased 0 |
PROLOGIS INC. | 3.7M | $293.8M | 1.8% | $62.14 | +7.94% | 5 qtrssince 2019-Q1 | Increased 73 |
THE CIGNA GROUP | 1.7M | $293.6M | 1.8% | $143.48 | +11.09% | 5 qtrssince 2019-Q1 | Increased 55 |
UNITEDHEALTH GROUP INC | 1.1M | $282.3M | 1.7% | $217.16 | +2.56% | 5 qtrssince 2019-Q1 | Increased 64 |
JPMORGAN CHASE & CO | 2.4M | $219.5M | 1.3% | $86.65 | -12.62% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 182,869 | $212.5M | 1.3% | $58.14 | -1.02% | 5 qtrssince 2019-Q1 | Decreased 0 |
| 4.7M | $208.9M | 1.3% | — | — | 5 qtrssince 2019-Q1 | Decreased 0 | |
APPLE INC | 791,357 | $201.2M | 1.2% | $47.86 | +28.17% | 5 qtrssince 2019-Q1 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 4.3M | $195.6M | 1.2% | $26.03 | +74.70% | 5 qtrssince 2019-Q1 | Decreased 0 |
| 2.4M | $189.9M | 1.2% | $54.27 | 0.00% | 5 qtrssince 2019-Q1 | Increased 64 | |
META PLATFORMS INC | 1.1M | $185.1M | 1.1% | $167.56 | -1.40% | 5 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 1.9M | $181.3M | 1.1% | $93.11 | +2.02% | 5 qtrssince 2019-Q1 | Increased 64 |
CI INVESTMENTS INC. manages $16.5B across 563 positions as of Q1 2020. Top holdings: GLD (5.7%), ACWI (5.0%), MSFT (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 58 new positions, 92 exits, 159 increased. Top move: ACWI (NEW, conviction 88). Portfolio: $16.5B across 563 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR