CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q2 2019
Top Holdings306 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRUST | 4.5M | $602.9M | 3.4% | $124.99 | +6.56% | 2 qtrssince 2019-Q1 | Increased 75 |
| 8.4M | $402.9M | 2.2% | — | — | 2 qtrssince 2019-Q1 | Decreased 0 | |
ANTHEM INC | 1.4M | $402.9M | 2.2% | $261.62 | -1.14% | 2 qtrssince 2019-Q1 | Increased 64 |
MCKESSON CORP | 3M | $399.1M | 2.2% | $115.04 | +11.57% | 2 qtrssince 2019-Q1 | Increased 66 |
GILEAD SCIENCES INC | 5.7M | $387.1M | 2.2% | $50.48 | +4.18% | 2 qtrssince 2019-Q1 | Increased 62 |
VERIZON COMMUNICATIONS INC | 6.8M | $383.1M | 2.1% | $39.89 | -2.09% | 2 qtrssince 2019-Q1 | Increased 61 |
ATHENE HLDG LTD | 8.5M | $371.9M | 2.1% | — | — | 2 qtrssince 2019-Q1 | Increased 66 |
WELLS FARGO & CO | 7.7M | $366.1M | 2.0% | $39.37 | -0.76% | 2 qtrssince 2019-Q1 | Increased 73 |
MICROSOFT CORP | 2.4M | $330.4M | 1.8% | $110.82 | +14.00% | 2 qtrssince 2019-Q1 | Decreased 0 |
CSX CORP | 3.9M | $306.8M | 1.7% | $22.78 | +3.73% | 2 qtrssince 2019-Q1 | Decreased 0 |
| 3.4M | $291.8M | 1.6% | $54.27 | 0.00% | 2 qtrssince 2019-Q1 | Decreased 0 | |
ALPHABET INC-CL A | 242,907 | $267.2M | 1.5% | $58.22 | -7.72% | 2 qtrssince 2019-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 2.3M | $264.9M | 1.5% | $85.13 | +9.15% | 2 qtrssince 2019-Q1 | Increased 58 |
ACTIVISION BLIZZARD INC | 5.6M | $264.4M | 1.5% | — | — | 2 qtrssince 2019-Q1 | Decreased 0 |
CBOE GLOBAL MARKETS INC | 2.4M | $258.4M | 1.4% | $87.33 | +8.90% | 2 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 235,383 | $254.4M | 1.4% | $58.15 | -7.75% | 2 qtrssince 2019-Q1 | Increased 49 |
CHENIERE ENERGY INC | 3.7M | $254M | 1.4% | $65.04 | +0.13% | 2 qtrssince 2019-Q1 | Increased 50 |
VISA INC-CLASS A SHARES | 1.5M | $252.7M | 1.4% | $148.12 | +11.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
| 1.2M | $239M | 1.3% | $159.24 | +14.69% | 2 qtrssince 2019-Q1 | Decreased 0 | |
BOOKING HOLDINGS INC | 118,649 | $225.2M | 1.3% | $69.30 | +6.22% | 2 qtrssince 2019-Q1 | Increased 57 |
CI INVESTMENTS INC. manages $18B across 306 positions as of Q2 2019. Top holdings: GLD (3.4%), BAM/A (2.2%), ELV (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 39 new positions, 55 exits, 97 increased. Top move: GLD (INCREASED, conviction 75). Portfolio: $18.0B across 306 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