CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,301 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 8.3M | $4.9B | 18.3% | $511.12 | +14.16% | 5 qtrssince 2023-Q4 | Unchanged 0 |
MICROSOFT CORP | 3M | $1.3B | 4.7% | $179.96 | +134.34% | 24 qtrssince 2019-Q1 | Increased 62 |
AMAZON.COM INC | 4.9M | $1.1B | 4.0% | $110.26 | +100.70% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 7.7M | $1B | 3.9% | $113.71 | +20.88% | 22 qtrssince 2019-Q3 | Increased 63 |
APPLE INC | 2.8M | $700.6M | 2.6% | $141.74 | +75.40% | 24 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.2M | $698.5M | 2.6% | $279.81 | +110.64% | 24 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.1M | $604.4M | 2.3% | $315.51 | +65.37% | 24 qtrssince 2019-Q1 | Increased 54 |
ALPHABET INC-CL C | 3.1M | $598.8M | 2.3% | $99.62 | +92.66% | 24 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 991,308 | $501.5M | 1.9% | $367.90 | +34.71% | 24 qtrssince 2019-Q1 | Increased 55 |
BROADCOM INC | 2M | $457.8M | 1.7% | $161.50 | +41.74% | 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% | $108.26 | +115.51% | 24 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 531,788 | $311.7M | 1.2% | $522.48 | +11.27% | 24 qtrssince 2019-Q1 | Increased 71 |
KKR & CO INC | 1.9M | $286.9M | 1.1% | — | — | — | — |
SERVICENOW INC | 270,218 | $286.5M | 1.1% | $120.94 | +76.57% | 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-CL A | 1.4M | $259.9M | 1.0% | $95.26 | +99.96% | 24 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 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% | $32.63 | +107.33% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EUROPE ETF | 3.8M | $206M | 0.8% | $52.76 | -0.74% | 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 Rating: 2/5.0.
Active quarter - 74 new positions, 53 exits, 763 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer