CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q3 2019
Top Holdings585 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRUST | 7.4M | $1B | 5.3% | $131.21 | +7.51% | 3 qtrssince 2019-Q1 | Increased 90 |
ANTHEM INC | 1.8M | $430.9M | 2.2% | $252.75 | -13.54% | 3 qtrssince 2019-Q1 | Increased 66 |
GILEAD SCIENCES INC | 6.6M | $419.9M | 2.2% | $50.33 | -1.82% | 3 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 3M | $416.9M | 2.2% | $114.49 | +13.84% | 3 qtrssince 2019-Q1 | Increased 65 |
VERIZON COMMUNICATIONS INC | 6.2M | $372.8M | 1.9% | $39.89 | +4.42% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 298,314 | $363.6M | 1.9% | $58.71 | +3.56% | 3 qtrssince 2019-Q1 | Increased 61 |
MCKESSON CORP | 2.6M | $350.6M | 1.8% | $115.04 | +12.85% | 3 qtrssince 2019-Q1 | Decreased 0 |
ATHENE HLDG LTD | 7.9M | $333.8M | 1.7% | — | — | 3 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 2.8M | $332.8M | 1.7% | $87.49 | +12.62% | 3 qtrssince 2019-Q1 | Increased 59 |
VISA INC-CLASS A SHARES | 1.9M | $325.5M | 1.7% | $151.72 | +7.84% | 3 qtrssince 2019-Q1 | Increased 62 |
CSX CORP | 4.5M | $311.4M | 1.6% | $22.56 | -6.39% | 3 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC-CL A | 246,002 | $300.4M | 1.6% | $58.26 | +4.44% | 3 qtrssince 2019-Q1 | Increased 49 |
| 5.7M | $300.2M | 1.6% | — | — | 3 qtrssince 2019-Q1 | Decreased 0 | |
BOOKING HOLDINGS INC | 129,911 | $255M | 1.3% | $69.98 | +10.13% | 3 qtrssince 2019-Q1 | Increased 53 |
ACTIVISION BLIZZARD INC | 4.8M | $252.5M | 1.3% | — | — | 3 qtrssince 2019-Q1 | Decreased 0 |
CHENIERE ENERGY INC | 3.8M | $239.6M | 1.2% | $64.92 | -7.59% | 3 qtrssince 2019-Q1 | Increased 50 |
THE CIGNA GROUP | 1.6M | $238.7M | 1.2% | $142.74 | -4.22% | 3 qtrssince 2019-Q1 | Increased 72 |
META PLATFORMS INC-CLASS A | 1.3M | $227.6M | 1.2% | $167.80 | +4.81% | 3 qtrssince 2019-Q1 | Increased 58 |
CBOE GLOBAL MARKETS INC | 2M | $227.3M | 1.2% | $87.33 | +21.68% | 3 qtrssince 2019-Q1 | Decreased 0 |
| 2.4M | $223.9M | 1.2% | $54.27 | 0.00% | 3 qtrssince 2019-Q1 | Decreased 0 |
CI INVESTMENTS INC. manages $19.4B across 585 positions as of Q3 2019. Top holdings: GLD (5.3%), ELV (2.2%), GILD (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 317 new positions, 37 exits, 166 increased. Top move: GLD (INCREASED, conviction 90). Portfolio: $19.4B across 585 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