CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,295 positions
Microsoft Corp. | 2.8M | $877.4M | 4.9% | $142.34 | +116.76% | 19 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 5.7M | $723.7M | 4.0% | $121.18 | +4.90% | 19 qtrssince 2019-Q1 | Increased 58 |
MasterCard Incorporated | 1.5M | $580.9M | 3.2% | $312.23 | +24.56% | 19 qtrssince 2019-Q1 | Increased 58 |
UnitedHealth Group Inc. | 1M | $511M | 2.9% | $319.98 | +47.97% | 19 qtrssince 2019-Q1 | Increased 61 |
Alphabet Inc. | 3.7M | $482.6M | 2.7% | $68.99 | +89.33% | 19 qtrssince 2019-Q1 | Decreased 0 |
Eli Lilly & Co. | 869,366 | $467M | 2.6% | $308.99 | +70.29% | 17 qtrssince 2019-Q3 | Decreased 0 |
Apple Inc. | 2.7M | $457.4M | 2.6% | $91.52 | +84.57% | 19 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 859,814 | $374M | 2.1% | $18.76 | +131.19% | 17 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc. | 2.4M | $313.7M | 1.8% | $68.24 | +89.95% | 19 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 1M | $305.7M | 1.7% | $248.04 | +19.89% | 19 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 1.3M | $300.1M | 1.7% | $163.15 | +37.80% | 19 qtrssince 2019-Q1 | Decreased 0 |
CHENIERE ENERGY INC | 1.6M | $272.1M | 1.5% | $63.18 | +155.11% | 19 qtrssince 2019-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR MFG LTD | 3M | $260.2M | 1.5% | $67.93 | +22.92% | 19 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 1.7M | $242M | 1.3% | $103.55 | +31.11% | 19 qtrssince 2019-Q1 | Increased 60 |
US Foods Holding Corp | 5.9M | $236M | 1.3% | $30.42 | +30.49% | 19 qtrssince 2019-Q1 | Decreased 0 |
HUMANA INC | 475,077 | $231.1M | 1.3% | $349.74 | +34.39% | 19 qtrssince 2019-Q1 | Decreased 0 |
Thermo Fisher Scientific Inc | 453,368 | $229.5M | 1.3% | $488.71 | +2.57% | 19 qtrssince 2019-Q1 | Increased 48 |
VanEck ETF Trust SEMICONDUCTOR ETF | 1.6M | $225.2M | 1.3% | $140.83 | +1.56% | 8 qtrssince 2021-Q4 | Increased 78 |
PROLOGIS INC. | 1.9M | $217.6M | 1.2% | $70.13 | +45.27% | 19 qtrssince 2019-Q1 | Decreased 0 |
Stryker Corporation | 773,080 | $211.3M | 1.2% | $225.46 | +17.67% | 19 qtrssince 2019-Q1 | Decreased 0 |
CI INVESTMENTS INC. manages $17.9B across 1295 positions as of Q3 2023. Top holdings: MSFT (4.9%), AMZN (4.0%), MA (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 64 new positions, 71 exits, 728 increased. Top move: SMH (INCREASED, conviction 78). Portfolio: $17.9B across 1295 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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