CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q2 2023
Top Holdings1,310 positions
Microsoft Corp. | 2.9M | $1B | 5.1% | $142.34 | +133.28% | 18 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 5.7M | $738.9M | 3.7% | $121.16 | +7.59% | 18 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 3.1M | $603.2M | 3.0% | $91.52 | +108.82% | 18 qtrssince 2019-Q1 | Increased 62 |
MasterCard Incorporated | 1.5M | $572.8M | 2.9% | $311.65 | +23.79% | 18 qtrssince 2019-Q1 | Increased 57 |
Alphabet Inc. | 3.9M | $466.5M | 2.4% | $68.99 | +73.70% | 18 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 886,369 | $426M | 2.1% | $297.98 | +50.89% | 18 qtrssince 2019-Q1 | Decreased 0 |
Eli Lilly & Co. | 899,767 | $422M | 2.1% | $308.99 | +48.37% | 16 qtrssince 2019-Q3 | Increased 64 |
NVIDIA Corp. | 884,599 | $374.2M | 1.9% | $18.76 | +124.80% | 16 qtrssince 2019-Q3 | Increased 63 |
Visa Inc | 1.5M | $360.7M | 1.8% | $163.15 | +42.01% | 18 qtrssince 2019-Q1 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 2.9M | $327.1M | 1.7% | $51.98 | +119.14% | 18 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 1.1M | $323.9M | 1.6% | $248.04 | +14.60% | 18 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.1M | $321.9M | 1.6% | $90.00 | +0.27% | 5 qtrssince 2022-Q2 | Increased 79 |
TAIWAN SEMICONDUCTOR MFG LTD | 3.1M | $316.5M | 1.6% | $67.93 | +42.01% | 18 qtrssince 2019-Q1 | Increased 52 |
Alphabet Inc. | 2.5M | $293.7M | 1.5% | $68.24 | +73.76% | 18 qtrssince 2019-Q1 | Decreased 0 |
CHENIERE ENERGY INC | 1.8M | $270.7M | 1.4% | $63.18 | +133.63% | 18 qtrssince 2019-Q1 | Decreased 0 |
US Foods Holding Corp | 6.1M | $267.9M | 1.4% | $30.42 | +44.63% | 18 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust CHINA LG-CAP ETF | 9.8M | $265.6M | 1.3% | $25.78 | -2.22% | 6 qtrssince 2022-Q1 | Decreased 0 |
PROLOGIS INC. | 2M | $242.1M | 1.2% | $70.13 | +57.65% | 18 qtrssince 2019-Q1 | Decreased 0 |
Stryker Corporation | 777,318 | $237.2M | 1.2% | $225.46 | +31.00% | 18 qtrssince 2019-Q1 | Increased 52 |
Thermo Fisher Scientific Inc | 451,524 | $235.6M | 1.2% | $488.66 | +5.67% | 18 qtrssince 2019-Q1 | Increased 51 |
CI INVESTMENTS INC. manages $19.8B across 1310 positions as of Q2 2023. Top holdings: MSFT (5.1%), AMZN (3.7%), AAPL (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 58 new positions, 49 exits, 806 increased. Top move: TLT (INCREASED, conviction 79). Portfolio: $19.8B across 1310 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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