CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,303 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 7.3M | $4.1B | 17.2% | $511.12 | +8.15% | 6 qtrssince 2023-Q4 | Decreased 0 |
MICROSOFT CORP | 2.8M | $1.1B | 4.5% | $179.96 | +109.36% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 4.6M | $884.6M | 3.7% | $110.26 | +74.78% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 7.6M | $819.6M | 3.5% | $113.71 | -3.57% | 23 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.2M | $665.8M | 2.8% | $279.81 | +105.66% | 25 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.1M | $600.4M | 2.5% | $315.51 | +70.36% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.3M | $515M | 2.2% | $141.74 | +55.76% | 25 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 922,255 | $483M | 2.0% | $367.90 | +37.48% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 3M | $461M | 1.9% | $99.62 | +56.22% | 25 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 433,401 | $358M | 1.5% | $316.55 | +158.18% | 23 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 1.4M | $336.9M | 1.4% | $108.26 | +119.81% | 25 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.8M | $303.1M | 1.3% | $162.27 | +3.60% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 7.7M | $276.3M | 1.2% | $34.94 | +0.06% | 5 qtrssince 2024-Q1 | Increased 78 |
SERVICENOW INC | 334,398 | $266.2M | 1.1% | $128.35 | +24.31% | 25 qtrssince 2019-Q1 | Increased 59 |
VISA INC-CLASS A SHARES | 681,371 | $238.8M | 1.0% | $173.17 | +100.09% | 25 qtrssince 2019-Q1 | Decreased 0 |
CHENIERE ENERGY INC | 985,308 | $228M | 1.0% | $63.18 | +261.16% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.4M | $212.1M | 0.9% | $95.26 | +61.55% | 25 qtrssince 2019-Q1 | Decreased 0 |
US FOODS HOLDING CORP | 3.1M | $204.4M | 0.9% | $32.63 | +97.77% | 25 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 396,988 | $197.5M | 0.8% | $502.97 | -0.82% | 25 qtrssince 2019-Q1 | Increased 46 |
VENTAS INC | 2.6M | $178.2M | 0.8% | $46.91 | +42.56% | 15 qtrssince 2021-Q3 | Decreased 0 |
CI INVESTMENTS INC. manages $23.7B across 1303 positions as of Q1 2025. Top holdings: IVV (17.2%), MSFT (4.5%), AMZN (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 32 new positions, 30 exits, 552 increased. Top move: FXI (INCREASED, conviction 78). Portfolio: $23.7B across 1303 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