Cx Institutional Portfolio Holdings
Cx Institutional
- $2.06 Billion
- Q1 2024
Cx Institutional has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.06 Billion distributed in 543 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $52.3M, Ishares Msci World ETF with a value of $49.9M, Spdr Ser Tr Spdr Portfolio Int with a value of $43.1M, Schwab Strategic Tr Us Large C with a value of $41M, and Ishares Barclays 20+ Year Trea with a value of $38.1M.
Examining the 13F form we can see an increase of $201M in the current position value, from $1.86B to 2.06B.
Below you can find more details about Cx Institutional portfolio as well as his latest detailed transactions.
Portfolio value
$2.06 Billion
ETFs: $1.31 Billion
Technology: $150 Million
Healthcare: $113 Million
Consumer Cyclical: $98.5 Million
Industrials: $93.6 Million
Financial Services: $76.4 Million
Consumer Defensive: $66.9 Million
Energy: $58.7 Million
Other: $92.1 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 543
- Current Value $2.06 Billion
- Prior Value $1.86 Billion
- Filing
- Period Q1 2024
- Filing Date April 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 49 stocks
- Additional Purchases 288 stocks
- Sold out of 0 stocks
- Reduced holdings in 195 stocks