CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q1 2020
Top Holdings563 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRUST | 6.4M | $946.2M | 5.7% | $132.95 | +15.02% | 5 qtrssince 2019-Q1 | Increased 67 |
ISHARES MSCI ACWI ETF | 13M | $816.1M | 5.0% | $56.82 | 0.00% | 1 qtr | New 88 |
MICROSOFT CORP | 4M | $634.4M | 3.8% | $125.64 | +21.42% | 5 qtrssince 2019-Q1 | Increased 77 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.8M | $463.9M | 2.8% | $251.90 | -4.26% | 5 qtrssince 2019-Q1 | Increased 87 |
VISA INC-CLASS A SHARES | 2.6M | $419.1M | 2.5% | $152.73 | +0.66% | 5 qtrssince 2019-Q1 | Increased 69 |
AMAZON.COM INC | 159,486 | $311M | 1.9% | $93.47 | +5.06% | 5 qtrssince 2019-Q1 | Increased 78 |
MCKESSON CORP | 2.3M | $307.1M | 1.9% | $115.04 | +15.57% | 5 qtrssince 2019-Q1 | Decreased 0 |
ANTHEM INC | 1.3M | $299.4M | 1.8% | $252.75 | -15.58% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 257,418 | $299.3M | 1.8% | $58.71 | -3.07% | 5 qtrssince 2019-Q1 | Decreased 0 |
PROLOGIS INC | 3.7M | $293.8M | 1.8% | $64.50 | +9.75% | 5 qtrssince 2019-Q1 | Increased 73 |
THE CIGNA GROUP | 1.7M | $293.6M | 1.8% | $145.28 | +12.26% | 5 qtrssince 2019-Q1 | Increased 55 |
UNITEDHEALTH GROUP INC | 1.1M | $282.3M | 1.7% | $221.82 | +3.17% | 5 qtrssince 2019-Q1 | Increased 64 |
JPMORGAN CHASE & CO | 2.4M | $219.5M | 1.3% | $87.49 | -9.25% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 182,869 | $212.5M | 1.3% | $58.26 | -2.34% | 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 | 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-CLASS A | 1.1M | $185.1M | 1.1% | $167.80 | -1.79% | 5 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 1.9M | $181.3M | 1.1% | $93.94 | +4.68% | 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 Rating: 2/5.0.
Active quarter - 57 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer