CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q4 2020
Top Holdings962 positions
Microsoft Corp | 4.4M | $989M | 4.4% | $133.33 | +59.07% | 8 qtrssince 2019-Q1 | Increased 61 |
Amazon.Com Inc | 216,161 | $704M | 3.1% | $109.47 | +48.76% | 8 qtrssince 2019-Q1 | Increased 66 |
Visa Inc Cl A | 2.4M | $520.3M | 2.3% | $152.83 | +37.20% | 8 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD TR | 2.4M | $432.8M | 1.9% | $139.43 | +27.45% | 8 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 3M | $400.6M | 1.8% | $60.49 | +112.96% | 8 qtrssince 2019-Q1 | Increased 55 |
Alphabet Inc Cap Stock Cl A | 218,351 | $382.7M | 1.7% | $61.65 | +40.79% | 8 qtrssince 2019-Q1 | Decreased 0 |
Prologis Inc | 3.7M | $370M | 1.6% | $63.14 | +34.06% | 8 qtrssince 2019-Q1 | Increased 51 |
Alphabet Inc Cap Stock Cl C | 197,873 | $346.7M | 1.5% | $58.53 | +48.25% | 8 qtrssince 2019-Q1 | Decreased 0 |
Booking Holdings Inc | 149,957 | $334M | 1.5% | $70.30 | +23.80% | 8 qtrssince 2019-Q1 | Increased 52 |
Meta Platforms Inc | 1.2M | $332.1M | 1.5% | $175.35 | +54.30% | 8 qtrssince 2019-Q1 | Increased 52 |
Cigna Group | 1.5M | $316.4M | 1.4% | $143.92 | +30.13% | 8 qtrssince 2019-Q1 | Decreased 0 |
Unitedhealth Group Inc | 897,273 | $314.7M | 1.4% | $229.62 | +38.04% | 8 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 3.5M | $305.2M | 1.3% | $63.62 | +0.83% | 8 qtrssince 2019-Q1 | Increased 79 |
Mastercard Inc Cl A | 783,124 | $279.5M | 1.2% | $248.45 | +38.97% | 8 qtrssince 2019-Q1 | Increased 57 |
Taiwan Semiconductor Mfg Co Lt | 2.6M | $279.3M | 1.2% | $46.49 | +114.02% | 8 qtrssince 2019-Q1 | Increased 49 |
| 6.5M | $267.2M | 1.2% | — | — | 8 qtrssince 2019-Q1 | Decreased 0 | |
Advanced Micro Devices Inc | 2.9M | $264M | 1.2% | $31.62 | +190.03% | 8 qtrssince 2019-Q1 | Increased 53 |
Elevance Health Inc | 783,296 | $251.5M | 1.1% | $249.55 | +18.49% | 8 qtrssince 2019-Q1 | Decreased 0 |
American Homes 4 Rent Common S | 8.2M | $244.5M | 1.1% | $20.32 | +26.83% | 8 qtrssince 2019-Q1 | Increased 50 |
Cheniere Energy Inc | 3.8M | $229.1M | 1.0% | $62.53 | -8.66% | 8 qtrssince 2019-Q1 | Decreased 0 |
CI INVESTMENTS INC. manages $22.7B across 962 positions as of Q4 2020. Top holdings: MSFT (4.4%), AMZN (3.1%), V (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 151 new positions, 117 exits, 516 increased. Top move: HYG (INCREASED, conviction 79). Portfolio: $22.7B across 962 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
Verify source filings on SEC EDGAR