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Home > Institutional Investor > Ci Private Wealth, Llc > Profile

Instuitional Investor - Ci Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Ci Private Wealth, Llc
Portfolio Value $54,369,487,669
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 12,746,246 $2,453,884,714 4.51%
2.
Microsoft Corp
 MSFT 6,396,028 $2,405,072,703 4.42%
3.
Berkshire Hathaway Inc
 BRK.A 3,746 $2,032,673,250 3.73%
4.
Amazon Com Inc
 AMZN 7,303,302 $1,109,640,853 2.04%
5.
Alphabet Inc.
 GOOG 5,647,273 $795,870,188 1.46%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)