CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,276 positions
iShares Trust CORE S&P500 ETF | 8.3M | $4.8B | 18.2% | $506.93 | +11.03% | 4 qtrssince 2023-Q4 | Unchanged 0 |
Microsoft Corp. | 2.8M | $1.2B | 4.6% | $164.67 | +157.24% | 23 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 5.2M | $961.8M | 3.7% | $121.83 | +52.94% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 7.2M | $869.4M | 3.3% | $21.70 | +458.04% | 21 qtrssince 2019-Q3 | Decreased 0 |
Meta Platforms Inc | 1.2M | $711.6M | 2.7% | $277.39 | +105.02% | 23 qtrssince 2019-Q1 | Increased 56 |
Apple Inc. | 3M | $699.6M | 2.7% | $124.42 | +85.72% | 23 qtrssince 2019-Q1 | Decreased 0 |
MasterCard Incorporated | 1.1M | $563.5M | 2.1% | $312.23 | +56.27% | 23 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 3.2M | $533.8M | 2.0% | $74.69 | +122.28% | 23 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 883,592 | $516.6M | 2.0% | $344.23 | +61.93% | 23 qtrssince 2019-Q1 | Increased 55 |
Eli Lilly & Co. | 461,061 | $408.5M | 1.6% | $312.57 | +179.52% | 21 qtrssince 2019-Q3 | Decreased 0 |
Broadcom Inc | 2.2M | $372.6M | 1.4% | $86.03 | +97.10% | 23 qtrssince 2019-Q1 | Increased 79 |
Servicenow Inc | 374,096 | $334.6M | 1.3% | $121.67 | +47.02% | 23 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 1.5M | $308.9M | 1.2% | $106.62 | +89.79% | 23 qtrssince 2019-Q1 | Increased 50 |
TAIWAN SEMICONDUCTOR MFG LTD | 1.6M | $275.1M | 1.0% | $71.11 | +138.35% | 23 qtrssince 2019-Q1 | Decreased 0 |
KKR & CO INC | 1.9M | $248.6M | 0.9% | — | — | — | Decreased 0 |
Visa Inc | 897,622 | $246.8M | 0.9% | $173.17 | +56.42% | 23 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 1.5M | $240.9M | 0.9% | $68.24 | +141.34% | 23 qtrssince 2019-Q1 | Decreased 0 |
CHENIERE ENERGY INC | 1.3M | $240.7M | 0.9% | $63.18 | +179.35% | 23 qtrssince 2019-Q1 | Decreased 0 |
US Foods Holding Corp | 3.8M | $231.2M | 0.9% | $32.28 | +90.49% | 23 qtrssince 2019-Q1 | Increased 46 |
ADVANCED MICRO DEVICES INC | 1.3M | $216.2M | 0.8% | $51.98 | +215.66% | 23 qtrssince 2019-Q1 | Decreased 0 |
CI INVESTMENTS INC. manages $26.3B across 1276 positions as of Q3 2024. Top holdings: IVV (18.2%), MSFT (4.6%), AMZN (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 54 new positions, 37 exits, 680 increased. Top move: AVGO (INCREASED, conviction 79). Portfolio: $26.3B across 1276 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