Cx Institutional Portfolio Holdings
Cx Institutional
- $2.12 Billion
- Q2 2024
Cx Institutional has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.12 Billion distributed in 542 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 $54.4M, Ishares Msci World ETF with a value of $49.1M, Schwab Strategic Tr Us Large C with a value of $45.3M, Vanguard Mega Cap Growth ETF with a value of $41.2M, and Spdr Ser Tr Spdr Portfolio Int with a value of $39.7M.
Examining the 13F form we can see an increase of $55.9M in the current position value, from $2.06B to 2.12B.
Below you can find more details about Cx Institutional portfolio as well as his latest detailed transactions.
Portfolio value
$2.12 Billion
ETFs: $1.38 Billion
Technology: $159 Million
Healthcare: $107 Million
Consumer Cyclical: $93.5 Million
Industrials: $89.3 Million
Financial Services: $75.8 Million
Consumer Defensive: $61.5 Million
Communication Services: $60.2 Million
Other: $92 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 542
- Current Value $2.12 Billion
- Prior Value $2.06 Billion
- Filing
- Period Q2 2024
- Filing Date July 11, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 30 stocks
- Additional Purchases 237 stocks
- Sold out of 0 stocks
- Reduced holdings in 261 stocks