CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q3 2020
Top Holdings931 positions
SPDR GOLD TR | 7.6M | $1.3B | 6.7% | $139.43 | +27.80% | 7 qtrssince 2019-Q1 | Increased 69 |
MICROSOFT CORP | 4.3M | $902.7M | 4.5% | $130.49 | +53.29% | 7 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 190,212 | $598.9M | 3.0% | $102.19 | +54.06% | 7 qtrssince 2019-Q1 | Increased 60 |
VISA INC | 2.6M | $510.2M | 2.5% | $152.83 | +25.25% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3M | $483M | 2.4% | $133.04 | +1.77% | 7 qtrssince 2019-Q1 | Increased 85 |
PROLOGIS INC. | 3.6M | $358.7M | 1.8% | $62.25 | +36.49% | 7 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 244,085 | $357.7M | 1.8% | $61.65 | +17.73% | 7 qtrssince 2019-Q1 | Increased 60 |
ALPHABET INC | 226,326 | $332.6M | 1.7% | $58.53 | +24.36% | 7 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.7M | $311.8M | 1.5% | $52.19 | +115.04% | 7 qtrssince 2019-Q1 | Increased 79 |
META PLATFORMS INC | 1.2M | $301.8M | 1.5% | $170.11 | +52.50% | 7 qtrssince 2019-Q1 | Increased 49 |
MCKESSON CORP | 1.9M | $278.2M | 1.4% | $114.70 | +25.36% | 7 qtrssince 2019-Q1 | Decreased 0 |
ELEVANCE HEALTH INC | 990,578 | $266.1M | 1.3% | $249.55 | -1.17% | 7 qtrssince 2019-Q1 | Decreased 0 |
THE CIGNA GROUP | 1.6M | $263.1M | 1.3% | $143.92 | +5.89% | 7 qtrssince 2019-Q1 | Increased 51 |
UNITEDHEALTH GROUP INC | 785,229 | $244.8M | 1.2% | $217.16 | +29.30% | 7 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 142,074 | $243M | 1.2% | $69.37 | -3.65% | 7 qtrssince 2019-Q1 | Decreased 0 |
| 7.3M | $240.4M | 1.2% | — | — | 7 qtrssince 2019-Q1 | Increased 50 | |
SPDR S&P 500 ETF TR | 688,135 | $230.5M | 1.1% | $247.86 | +24.62% | 7 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN HOMES 4 RENT | 7.9M | $225.3M | 1.1% | $20.15 | +21.19% | 7 qtrssince 2019-Q1 | Increased 51 |
MASTERCARD INCORPORATED | 660,647 | $223.4M | 1.1% | $230.50 | +41.75% | 7 qtrssince 2019-Q1 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 2.6M | $215.9M | 1.1% | $26.03 | +214.95% | 7 qtrssince 2019-Q1 | Decreased 0 |
CI INVESTMENTS INC. manages $20.1B across 931 positions as of Q3 2020. Top holdings: GLD (6.7%), MSFT (4.5%), AMZN (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 369 new positions, 55 exits, 308 increased. Top move: TLT (INCREASED, conviction 85). Portfolio: $20.1B across 931 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
Verify source filings on SEC EDGAR