Cx Institutional Portfolio Holdings
Cx Institutional
- $2.5 Billion
- Q4 2024
Cx Institutional has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.5 Billion distributed in 535 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $135M, Ishares Trishares 0 3 Mnth Tre with a value of $72.5M, Spdr Ser Tr Spdr Portfolio Int with a value of $61M, Vanguard Mega Cap Growth ETF with a value of $56.9M, and Janus Detroit Str Tr Janus Hen with a value of $55M.
Examining the 13F form we can see an increase of $263M in the current position value, from $2.24B to 2.5B.
Below you can find more details about Cx Institutional portfolio as well as his latest detailed transactions.
Portfolio value
$2.5 Billion
ETFs: $1.64 Billion
Technology: $196 Million
Financial Services: $132 Million
Healthcare: $122 Million
Consumer Cyclical: $107 Million
Industrials: $98.6 Million
Communication Services: $73.7 Million
Consumer Defensive: $68.1 Million
Other: $66.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 535
- Current Value $2.5 Billion
- Prior Value $2.24 Billion
- Filing
- Period Q4 2024
- Filing Date January 21, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 48 stocks
- Additional Purchases 345 stocks
- Sold out of 0 stocks
- Reduced holdings in 135 stocks