CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q4 2020
Top Holdings962 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.4M | $989M | 4.4% | $134.20 | +58.50% | 8 qtrssince 2019-Q1 | Increased 61 |
AMAZON.COM INC | 216,161 | $704M | 3.1% | $109.64 | +49.84% | 8 qtrssince 2019-Q1 | Increased 66 |
VISA INC-CLASS A SHARES | 2.4M | $520.3M | 2.3% | $152.83 | +37.20% | 8 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD TRUST | 2.4M | $432.8M | 1.9% | $139.43 | +27.45% | 8 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3M | $400.6M | 1.8% | $96.40 | +33.63% | 8 qtrssince 2019-Q1 | Increased 55 |
ALPHABET INC-CL A | 218,351 | $382.7M | 1.7% | $61.73 | +39.58% | 8 qtrssince 2019-Q1 | Decreased 0 |
PROLOGIS INC | 3.7M | $370M | 1.6% | $65.45 | +31.25% | 8 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL C | 197,873 | $346.7M | 1.5% | $58.71 | +47.04% | 8 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 149,957 | $334M | 1.5% | $70.65 | +23.80% | 8 qtrssince 2019-Q1 | Increased 52 |
META PLATFORMS INC-CLASS A | 1.2M | $332.1M | 1.5% | $175.41 | +53.91% | 8 qtrssince 2019-Q1 | Increased 52 |
THE CIGNA GROUP | 1.5M | $316.4M | 1.4% | $145.53 | +28.27% | 8 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 897,273 | $314.7M | 1.4% | $233.83 | +35.99% | 8 qtrssince 2019-Q1 | Increased 56 |
ISHR IBX USD HIYLD CB ETF-UI | 3.5M | $305.2M | 1.3% | $63.97 | +0.83% | 8 qtrssince 2019-Q1 | Increased 79 |
MASTERCARD INC - A | 783,124 | $279.5M | 1.2% | $248.89 | +38.66% | 8 qtrssince 2019-Q1 | Increased 57 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.6M | $279.3M | 1.2% | $46.70 | +114.45% | 8 qtrssince 2019-Q1 | Increased 49 |
| 6.5M | $267.2M | 1.2% | — | — | 8 qtrssince 2019-Q1 | Decreased 0 | |
ADVANCED MICRO DEVICES | 2.9M | $264M | 1.2% | $31.62 | +190.03% | 8 qtrssince 2019-Q1 | Increased 53 |
ANTHEM INC | 783,296 | $251.5M | 1.1% | $252.75 | +16.10% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN HOMES 4 RENT- A | 8.2M | $244.5M | 1.1% | $20.53 | +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 Rating: 2/5.0.
Active quarter - 150 new positions, 116 exits, 517 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
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