CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q1 2021
Top Holdings1,007 positions
Microsoft Corporation | 4.1M | $956.4M | 4.0% | $133.33 | +69.00% | 9 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 235,452 | $728.5M | 3.1% | $113.18 | +36.69% | 9 qtrssince 2019-Q1 | Increased 63 |
Alphabet Inc. | 221,170 | $456.2M | 1.9% | $62.17 | +64.31% | 9 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 4.9M | $427.2M | 1.8% | $63.59 | +1.01% | 9 qtrssince 2019-Q1 | Increased 65 |
Visa Inc. | 2M | $419.6M | 1.8% | $152.83 | +33.02% | 9 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 191,293 | $395.7M | 1.7% | $58.53 | +75.05% | 9 qtrssince 2019-Q1 | Decreased 0 |
Prologis, Inc. | 3.7M | $392.7M | 1.7% | $63.14 | +43.48% | 9 qtrssince 2019-Q1 | Decreased 0 |
Mastercard Incorporated | 1.1M | $387.9M | 1.6% | $275.14 | +25.15% | 9 qtrssince 2019-Q1 | Increased 65 |
UnitedHealth Group Incorporated | 919,539 | $342.1M | 1.4% | $232.23 | +45.33% | 9 qtrssince 2019-Q1 | Increased 50 |
iShares Russell 1000 Value ETF | 2.2M | $335.9M | 1.4% | $123.08 | +11.04% | 7 qtrssince 2019-Q3 | Increased 72 |
Apple Inc. | 2.7M | $324.2M | 1.4% | $60.49 | +96.33% | 9 qtrssince 2019-Q1 | Decreased 0 |
Booking Holdings Inc. | 139,126 | $324.1M | 1.4% | $70.30 | +29.50% | 9 qtrssince 2019-Q1 | Decreased 0 |
THE CIGNA GROUP | 1.3M | $317.5M | 1.3% | $143.92 | +51.75% | 9 qtrssince 2019-Q1 | Decreased 0 |
HUMANA INC | 744,216 | $312M | 1.3% | $333.49 | +19.39% | 9 qtrssince 2019-Q1 | Increased 72 |
Meta Platforms Inc | 1M | $305.3M | 1.3% | $175.35 | +66.37% | 9 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 4.1M | $299.4M | 1.3% | $43.19 | +39.98% | 9 qtrssince 2019-Q1 | Increased 55 |
| 6.4M | $283.6M | 1.2% | — | — | 9 qtrssince 2019-Q1 | Decreased 0 | |
American Homes 4 Rent | 8.3M | $276.4M | 1.2% | $20.46 | +40.41% | 9 qtrssince 2019-Q1 | Increased 49 |
Taiwan Semiconductor Manufacturing Co., Ltd. | 2.2M | $263.9M | 1.1% | $46.49 | +133.03% | 9 qtrssince 2019-Q1 | Decreased 0 |
NextEra Energy, Inc. | 3.3M | $249.2M | 1.1% | $51.73 | +26.54% | 9 qtrssince 2019-Q1 | Increased 55 |
CI INVESTMENTS INC. manages $23.7B across 1007 positions as of Q1 2021. Top holdings: MSFT (4.0%), AMZN (3.1%), GOOGL (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 124 new positions, 80 exits, 322 increased. Top move: IWD (INCREASED, conviction 72). Portfolio: $23.7B across 1007 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR