CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,301 positions
iShares Trust CORE S&P500 ETF | 8.3M | $4.9B | 18.3% | $506.93 | +13.71% | 5 qtrssince 2023-Q4 | Unchanged 0 |
Microsoft Corp. | 3M | $1.3B | 4.7% | $178.59 | +132.81% | 24 qtrssince 2019-Q1 | Increased 62 |
Amazon.com, Inc. | 4.9M | $1.1B | 4.0% | $121.83 | +80.08% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 7.7M | $1B | 3.9% | $29.91 | +347.82% | 22 qtrssince 2019-Q3 | Increased 63 |
Apple Inc. | 2.8M | $700.6M | 2.6% | $124.42 | +99.82% | 24 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 1.2M | $698.5M | 2.6% | $277.39 | +109.87% | 24 qtrssince 2019-Q1 | Decreased 0 |
MasterCard Incorporated | 1.1M | $604.4M | 2.3% | $313.42 | +66.23% | 24 qtrssince 2019-Q1 | Increased 54 |
Alphabet Inc. | 3.1M | $598.8M | 2.3% | $74.69 | +153.48% | 24 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 991,308 | $501.5M | 1.9% | $359.43 | +34.69% | 24 qtrssince 2019-Q1 | Increased 55 |
Broadcom Inc | 2M | $457.8M | 1.7% | $86.03 | +165.61% | 24 qtrssince 2019-Q1 | Decreased 0 |
Eli Lilly & Co. | 465,170 | $359.1M | 1.4% | $316.55 | +140.91% | 22 qtrssince 2019-Q3 | Increased 49 |
JPMorgan Chase & Co. | 1.4M | $335M | 1.3% | $106.62 | +117.08% | 24 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 531,788 | $311.7M | 1.2% | $517.61 | +11.05% | 24 qtrssince 2019-Q1 | Increased 71 |
KKR & CO INC | 1.9M | $286.9M | 1.1% | — | — | — | Increased 49 |
Servicenow Inc | 270,218 | $286.5M | 1.1% | $121.67 | +74.27% | 24 qtrssince 2019-Q1 | Decreased 0 |
CHENIERE ENERGY INC | 1.3M | $272.7M | 1.0% | $63.18 | +234.59% | 24 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 1.4M | $259.9M | 1.0% | $68.24 | +175.78% | 24 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 746,078 | $235.8M | 0.9% | $173.17 | +80.14% | 24 qtrssince 2019-Q1 | Decreased 0 |
US Foods Holding Corp | 3.3M | $224M | 0.8% | $32.28 | +108.95% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EUROPE ETF | 3.8M | $206M | 0.8% | $51.63 | -0.71% | 19 qtrssince 2020-Q2 | Increased 70 |
CI INVESTMENTS INC. manages $26.5B across 1301 positions as of Q4 2024. Top holdings: IVV (18.3%), MSFT (4.7%), AMZN (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 76 new positions, 55 exits, 761 increased. Top move: SPY (INCREASED, conviction 71). Portfolio: $26.5B across 1301 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR