CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q4 2019
Top Holdings597 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRUST | 5.9M | $840.1M | 4.3% | $131.21 | +8.70% | 4 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.8M | $448.5M | 2.3% | $114.49 | +30.70% | 4 qtrssince 2019-Q1 | Decreased 0 |
ANTHEM INC | 1.4M | $423.4M | 2.2% | $252.75 | +11.37% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 298,462 | $399.1M | 2.0% | $58.71 | +12.94% | 4 qtrssince 2019-Q1 | Increased 53 |
GILEAD SCIENCES INC | 5.7M | $369.9M | 1.9% | $50.33 | +2.32% | 4 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.9M | $364.5M | 1.9% | $152.38 | +17.48% | 4 qtrssince 2019-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 2.5M | $352.5M | 1.8% | $87.49 | +33.69% | 4 qtrssince 2019-Q1 | Decreased 0 |
MCKESSON CORP | 2.5M | $341.4M | 1.7% | $115.04 | +14.53% | 4 qtrssince 2019-Q1 | Decreased 0 |
THE CIGNA GROUP | 1.5M | $296.5M | 1.5% | $141.99 | +30.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
| 5.1M | $294.4M | 1.5% | — | — | 4 qtrssince 2019-Q1 | Decreased 0 | |
ATHENE HLDG LTD | 6.1M | $288.2M | 1.5% | — | — | 4 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 213,187 | $285.5M | 1.5% | $58.26 | +14.12% | 4 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 133,878 | $274.9M | 1.4% | $70.12 | +14.72% | 4 qtrssince 2019-Q1 | Increased 50 |
CSX CORP | 3.7M | $267.4M | 1.4% | $22.43 | -1.41% | 4 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 835,028 | $245.2M | 1.2% | $47.86 | +47.65% | 4 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 820,944 | $241.3M | 1.2% | $219.15 | +21.59% | 4 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.2M | $237M | 1.2% | $167.80 | +20.97% | 4 qtrssince 2019-Q1 | Decreased 0 |
CHENIERE ENERGY INC | 3.8M | $233.6M | 1.2% | $64.88 | -10.44% | 4 qtrssince 2019-Q1 | Increased 49 |
VERIZON COMMUNICATIONS INC | 3.8M | $231M | 1.2% | $39.89 | +7.11% | 4 qtrssince 2019-Q1 | Decreased 0 |
ADVANCED MICRO DEVICES | 4.9M | $225.1M | 1.1% | $26.03 | +76.16% | 4 qtrssince 2019-Q1 | Increased 49 |
CI INVESTMENTS INC. manages $19.7B across 597 positions as of Q4 2019. Top holdings: GLD (4.3%), MSFT (2.3%), ELV (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 84 new positions, 72 exits, 182 increased. Top move: GOOG (INCREASED, conviction 53). Portfolio: $19.7B across 597 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