CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,293 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 8.3M | $4.3B | 17.3% | $511.12 | +0.51% | 2 qtrssince 2023-Q4 | Increased 100 |
MICROSOFT CORP | 2.8M | $1.2B | 4.7% | $157.88 | +163.05% | 21 qtrssince 2019-Q1 | Increased 62 |
AMAZON.COM INC | 5.3M | $961.4M | 3.8% | $109.51 | +64.71% | 21 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 923,270 | $834.2M | 3.3% | $25.76 | +250.61% | 19 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.2M | $598.7M | 2.4% | $270.52 | +78.44% | 21 qtrssince 2019-Q1 | Increased 55 |
MASTERCARD INC - A | 1.2M | $596.8M | 2.4% | $314.34 | +51.46% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 3.8M | $578.5M | 2.3% | $99.29 | +52.21% | 21 qtrssince 2019-Q1 | Increased 58 |
UNITEDHEALTH GROUP INC | 886,863 | $438.7M | 1.7% | $328.06 | +45.47% | 21 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 541,727 | $421.4M | 1.7% | $308.99 | +147.53% | 19 qtrssince 2019-Q3 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 3M | $412.2M | 1.6% | $71.73 | +85.28% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.2M | $376.8M | 1.5% | $115.62 | +46.72% | 21 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.2M | $328.6M | 1.3% | $171.83 | +59.39% | 21 qtrssince 2019-Q1 | Increased 53 |
SERVICENOW INC | 416,576 | $317.6M | 1.3% | $116.83 | +30.51% | 21 qtrssince 2019-Q1 | Increased 66 |
ADVANCED MICRO DEVICES | 1.6M | $291.2M | 1.2% | $51.98 | +247.23% | 21 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.4M | $288.3M | 1.1% | $105.19 | +82.43% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.8M | $273M | 1.1% | $95.26 | +57.25% | 21 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 179,710 | $238.2M | 0.9% | $69.71 | +86.72% | 21 qtrssince 2019-Q1 | Increased 48 |
CHENIERE ENERGY INC | 1.5M | $235.5M | 0.9% | $63.18 | +149.22% | 21 qtrssince 2019-Q1 | Decreased 0 |
KKR & CO INC | 2.2M | $222.2M | 0.9% | — | — | — | — |
US FOODS HOLDING CORP | 3.9M | $211.1M | 0.8% | $30.87 | +74.80% | 21 qtrssince 2019-Q1 | Decreased 0 |
CI INVESTMENTS INC. manages $25.2B across 1293 positions as of Q1 2024. Top holdings: IVV (17.3%), MSFT (4.7%), AMZN (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 58 new positions, 32 exits, 851 increased. Top move: IVV (INCREASED, conviction 100). Portfolio: $25.2B across 1293 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