CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q3 2020
Top Holdings931 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRUST | 7.6M | $1.3B | 6.7% | $139.43 | +27.80% | 7 qtrssince 2019-Q1 | Increased 69 |
MICROSOFT CORP | 4.3M | $902.7M | 4.5% | $131.37 | +50.98% | 7 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 190,212 | $598.9M | 3.0% | $102.19 | +53.88% | 7 qtrssince 2019-Q1 | Increased 60 |
VISA INC-CLASS A SHARES | 2.6M | $510.2M | 2.5% | $152.83 | +25.25% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES 20 PLUS YEAR TREASURY BD | 3M | $483M | 2.4% | $133.04 | +1.77% | 7 qtrssince 2019-Q1 | Increased 85 |
PROLOGIS INC | 3.6M | $358.7M | 1.8% | $64.60 | +33.27% | 7 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 244,085 | $357.7M | 1.8% | $61.73 | +17.85% | 7 qtrssince 2019-Q1 | Increased 60 |
ALPHABET INC-CL C | 226,326 | $332.6M | 1.7% | $58.71 | +24.20% | 7 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.7M | $311.8M | 1.5% | $92.46 | +21.38% | 7 qtrssince 2019-Q1 | Increased 79 |
META PLATFORMS INC-CLASS A | 1.2M | $301.8M | 1.5% | $170.21 | +52.74% | 7 qtrssince 2019-Q1 | Increased 49 |
MCKESSON CORP | 1.9M | $278.2M | 1.4% | $115.04 | +23.37% | 7 qtrssince 2019-Q1 | Decreased 0 |
ANTHEM INC | 990,578 | $266.1M | 1.3% | $252.75 | -4.24% | 7 qtrssince 2019-Q1 | Decreased 0 |
THE CIGNA GROUP | 1.6M | $263.1M | 1.3% | $145.53 | +3.29% | 7 qtrssince 2019-Q1 | Increased 51 |
UNITEDHEALTH GROUP INC | 785,229 | $244.8M | 1.2% | $221.82 | +25.93% | 7 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 142,074 | $243M | 1.2% | $69.71 | -3.65% | 7 qtrssince 2019-Q1 | Decreased 0 |
| 7.3M | $240.4M | 1.2% | — | — | 7 qtrssince 2019-Q1 | Increased 50 | |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 688,135 | $230.5M | 1.1% | $251.90 | +22.64% | 7 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN HOMES 4 RENT- A | 7.9M | $225.3M | 1.1% | $20.77 | +21.03% | 7 qtrssince 2019-Q1 | Increased 51 |
MASTERCARD INC - A | 660,647 | $223.4M | 1.1% | $231.05 | +41.08% | 7 qtrssince 2019-Q1 | Decreased 0 |
ADVANCED MICRO DEVICES | 2.6M | $215.9M | 1.1% | $26.02 | +214.25% | 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 Rating: 2/5.0.
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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer