Asset Manager
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CIGNA INVESTMENTS INC /NEW
Market Value
$578M
+9.1%
Holdings
457
+4
New Purchases
27
Added To
46
Closed
17
Reduced
348
Top 10 Concentration
36.3%
Turnover
9.6%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| NVDA | 6.33% | 4.85% | +1.48% | $37M |
| MSFT | 6.23% | 5.26% | +0.97% | $36M |
| AVGO | 2.15% | 1.45% | +0.70% | $12M |
| META | 2.74% | 2.39% | +0.35% | $16M |
| NFLX | 0.97% | 0.76% | +0.21% | $6M |
| ORCL | 0.62% | 0.43% | +0.19% | $4M |
| AMZN | 3.58% | 3.39% | +0.18% | $21M |
| PLTR | 0.50% | 0.33% | +0.17% | $3M |
| TSLA | 1.53% | 1.38% | +0.15% | $9M |
| SPOT | 0.54% | 0.42% | +0.11% | $3M |
| COF | 0.23% | 0.13% | +0.10% | $1M |
| GEV | 0.25% | 0.16% | +0.09% | $1M |
| B | 0.09% | 0.00% | +0.09% | $504K |
| AMD | 0.39% | 0.31% | +0.08% | $2M |
| HOOD | 0.12% | 0.05% | +0.07% | $686K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AAPL | 5.16% | 6.23% | -1.07% | $30M |
| UNH | 0.48% | 0.91% | -0.43% | $3M |
| BRK-B | 1.46% | 1.77% | -0.31% | $8M |
| XOM | 0.79% | 0.99% | -0.20% | $5M |
| LLY | 1.06% | 1.26% | -0.19% | $6M |
| ITOT | 5.40% | 5.58% | -0.18% | $31M |
| ABBV | 0.56% | 0.70% | -0.15% | $3M |
| JNJ | 0.63% | 0.76% | -0.13% | $4M |
| PG | 0.64% | 0.76% | -0.13% | $4M |
| CVX | 0.40% | 0.52% | -0.13% | $2M |
| V | 1.03% | 1.15% | -0.12% | $6M |
| TMO | 0.26% | 0.36% | -0.10% | $1M |
| MRK | 0.34% | 0.43% | -0.09% | $2M |
| PEP | 0.31% | 0.39% | -0.08% | $2M |
| DFS | 0.00% | 0.08% | -0.08% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 55 | $314M | 54.2% |
| Large Cap | 396 | $263M | 45.5% |
| Mid Cap | 4 | $476K | 0.1% |
| Small Cap | 1 | $940K | 0.2% |
| Micro Cap | 1 | $53K | 0.0% |
Portfolio Analytics
Avg Market Cap
$161.4B
Median Market Cap
$56.1B
Avg P/E
33.2
Median P/E
24.7
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
456
# ETFs / Funds
1
Top Holdings (457 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | 6.33% | 231,750 | $37M | $157.99 | $11M | -5,476 | -2.3% | |
| 2 | MSFT | 6.23% | 72,386 | $36M | $497.40 | $8M | -1,842 | -2.5% | |
| 3 | ITOT | 5.40% | 231,072 | $31M | $135.04 | $2M | -11,165 | -4.6% | |
| 4 | AAPL | 5.16% | 145,415 | $30M | $205.16 | -$3M | -3,247 | -2.2% | |
| 5 | AMZN | 3.58% | 94,255 | $21M | $219.38 | $3M | -268 | -0.3% | |
| 6 | META | 2.74% | 21,485 | $16M | $738.10 | $3M | -534 | -2.4% | |
| 7 | AVGO | 2.15% | 45,186 | $12M | $275.64 | $5M | -837 | -1.8% | |
| 8 | GOOGL | 1.74% | 57,030 | $10M | $176.24 | $925K | -1,987 | -3.4% | |
| 9 | TSLA | 1.53% | 27,794 | $9M | $317.66 | $2M | -334 | -1.2% | |
| 10 | BRK-B | 1.46% | 17,335 | $8M | $485.72 | -$954K | -267 | -1.5% | |
| 11 | GOOG | 1.44% | 47,070 | $8M | $177.40 | $689K | -1,971 | -4.0% | |
| 12 | JPM | 1.37% | 27,360 | $8M | $289.91 | $995K | -920 | -3.2% | |
| 13 | LLY | 1.06% | 7,887 | $6M | $779.51 | -$508K | -172 | -2.1% | |
| 14 | V | 1.03% | 16,759 | $6M | $355.03 | -$133K | -598 | -3.5% | |
| 15 | NFLX | 0.97% | 4,176 | $6M | $1,339.08 | $2M | -126 | -2.9% | |
| 16 | XOM | 0.79% | 42,562 | $5M | $107.80 | -$664K | -1,600 | -3.6% | |
| 17 | MA | 0.78% | 7,985 | $4M | $561.93 | -$18K | -234 | -2.9% | |
| 18 | COST | 0.75% | 4,366 | $4M | $989.92 | $102K | -96 | -2.1% | |
| 19 | WMT | 0.72% | 42,871 | $4M | $97.78 | $345K | -945 | -2.2% | |
| 20 | PG | 0.64% | 23,076 | $4M | $159.34 | -$360K | -615 | -2.6% | |
| 21 | JNJ | 0.63% | 23,695 | $4M | $152.73 | -$407K | -584 | -2.4% | |
| 22 | HD | 0.62% | 9,779 | $4M | $366.70 | -$67K | -188 | -1.9% | |
| 23 | ORCL | 0.62% | 16,313 | $4M | $218.66 | $1M | +124 | +0.8% | |
| 24 | RY | 0.58% | 25,596 | $3M | $131.50 | $434K | -442 | -1.7% | |
| 25 | ABBV | 0.56% | 17,422 | $3M | $185.63 | -$500K | -401 | -2.2% | |
| 26 | BAC | 0.56% | 68,010 | $3M | $47.32 | $409K | +688 | +1.0% | |
| 27 | SPOT | 0.54% | 4,059 | $3M | $767.18 | $869K | -23 | -0.6% | |
| 28 | PLTR | 0.50% | 21,417 | $3M | $136.29 | $1M | +624 | +3.0% | |
| 29 | PM | 0.48% | 15,339 | $3M | $182.08 | $315K | -275 | -1.8% | |
| 30 | UNH | 0.48% | 8,955 | $3M | $311.89 | -$2M | -291 | -3.1% | |
| 31 | KO | 0.47% | 38,601 | $3M | $70.75 | -$89K | -772 | -2.0% | |
| 32 | CSCO | 0.47% | 39,257 | $3M | $69.39 | $247K | -871 | -2.2% | |
| 33 | IBM | 0.47% | 9,136 | $3M | $294.77 | $400K | -82 | -0.9% | |
| 34 | GE | 0.46% | 10,362 | $3M | $257.38 | $496K | -486 | -4.5% | |
| 35 | WFC | 0.44% | 32,057 | $3M | $80.14 | $195K | -1,015 | -3.1% | |
| 36 | SHOP | 0.44% | 22,074 | $3M | $115.11 | $418K | -246 | -1.1% | |
| 37 | CRM | 0.43% | 9,206 | $3M | $272.65 | $6K | -124 | -1.3% | |
| 38 | ABT | 0.40% | 16,997 | $2M | $136.02 | $5K | -395 | -2.3% | |
| 39 | CVX | 0.40% | 16,017 | $2M | $143.16 | -$472K | -510 | -3.1% | |
| 40 | AMD | 0.39% | 15,888 | $2M | $141.87 | $591K | -298 | -1.8% | |
| 41 | DIS | 0.38% | 17,772 | $2M | $124.02 | $399K | -517 | -2.8% | |
| 42 | LIN | 0.37% | 4,616 | $2M | $469.02 | -$73K | -190 | -4.0% | |
| 43 | INTU | 0.37% | 2,694 | $2M | $787.68 | $423K | -73 | -2.6% | |
| 44 | GS | 0.37% | 2,988 | $2M | $707.50 | $445K | -67 | -2.2% | |
| 45 | NOW | 0.36% | 2,031 | $2M | $1,028.06 | $443K | -36 | -1.7% | |
| 46 | MCD | 0.36% | 7,038 | $2M | $292.13 | -$206K | -201 | -2.8% | |
| 47 | UBS | 0.35% | 59,806 | $2M | $33.73 | $175K | -854 | -1.4% | |
| 48 | T | 0.35% | 69,429 | $2M | $28.95 | -$27K | -2,600 | -3.6% | |
| 49 | MRK | 0.34% | 24,738 | $2M | $79.15 | -$332K | -772 | -3.0% | |
| 50 | RTX | 0.33% | 13,174 | $2M | $145.97 | $145K | -249 | -1.9% | |
| 51 | ISRG | 0.33% | 3,523 | $2M | $543.57 | $154K | -34 | -1.0% | |
| 52 | BKNG | 0.32% | 322 | $2M | $5,788.82 | $330K | -11 | -3.3% | |
| 53 | TXN | 0.32% | 8,923 | $2M | $207.55 | $208K | -227 | -2.5% | |
| 54 | ACN | 0.32% | 6,136 | $2M | $298.89 | -$134K | -170 | -2.7% | |
| 55 | UBER | 0.32% | 19,652 | $2M | $93.32 | $363K | -532 | -2.6% | |
| 56 | VZ | 0.31% | 41,550 | $2M | $43.27 | -$127K | -899 | -2.1% | |
| 57 | ENB | 0.31% | 39,555 | $2M | $45.25 | $15K | -570 | -1.4% | |
| 58 | PEP | 0.31% | 13,415 | $2M | $132.02 | -$292K | -342 | -2.5% | |
| 59 | CAT | 0.31% | 4,561 | $2M | $388.29 | $172K | -288 | -5.9% | |
| 60 | AXP | 0.30% | 5,447 | $2M | $319.07 | $235K | -142 | -2.5% | |
| 61 | QCOM | 0.30% | 10,780 | $2M | $159.28 | -$12K | -474 | -4.2% | |
| 62 | ADBE | 0.28% | 4,175 | $2M | $386.83 | -$68K | -213 | -4.8% | |
| 63 | MS | 0.28% | 11,411 | $2M | $140.83 | $253K | -194 | -1.7% | |
| 64 | SPGI | 0.28% | 3,045 | $2M | $527.42 | $7K | -102 | -3.2% | |
| 65 | BLK | 0.27% | 1,492 | $2M | $1,048.93 | $165K | +13 | +0.9% | |
| 66 | BSX | 0.27% | 14,441 | $2M | $107.40 | $61K | -335 | -2.3% | |
| 67 | C | 0.27% | 18,190 | $2M | $85.10 | $193K | -892 | -4.7% | |
| 68 | PGR | 0.27% | 5,796 | $2M | $266.74 | -$121K | -93 | -1.6% | |
| 69 | SCHW | 0.27% | 16,831 | $2M | $91.26 | $223K | +57 | +0.3% | |
| 70 | BA | 0.26% | 7,171 | $2M | $209.59 | $222K | -338 | -4.5% | |
| 71 | TMO | 0.26% | 3,695 | $1M | $405.41 | -$405K | -130 | -3.4% | |
| 72 | HON | 0.26% | 6,351 | $1M | $232.88 | $89K | -214 | -3.3% | |
| 73 | AMGN | 0.26% | 5,284 | $1M | $279.33 | -$208K | -121 | -2.2% | |
| 74 | AMAT | 0.25% | 7,951 | $1M | $183.12 | $266K | -251 | -3.1% | |
| 75 | BMO | 0.25% | 13,093 | $1M | $110.67 | $167K | -333 | -2.5% | |
| 76 | GEV | 0.25% | 2,698 | $1M | $529.28 | $589K | -51 | -1.9% | |
| 77 | NEE | 0.24% | 20,296 | $1M | $69.42 | -$57K | -384 | -1.9% | |
| 78 | ETN | 0.24% | 3,859 | $1M | $357.09 | $302K | -98 | -2.5% | |
| 79 | GILD | 0.24% | 12,282 | $1M | $110.81 | -$47K | -278 | -2.2% | |
| 80 | TJX | 0.23% | 10,997 | $1M | $123.49 | -$24K | -349 | -3.1% | |
| 81 | PFE | 0.23% | 55,782 | $1M | $24.26 | -$96K | -1,402 | -2.5% | |
| 82 | MU | 0.23% | 10,971 | $1M | $123.23 | $392K | -77 | -0.7% | |
| 83 | UNP | 0.23% | 5,830 | $1M | $230.19 | -$103K | -288 | -4.7% | |
| 84 | SYK | 0.23% | 3,386 | $1M | $395.75 | -$1K | -215 | -6.0% | |
| 85 | PANW | 0.23% | 6,465 | $1M | $204.64 | $209K | -64 | -1.0% | |
| 86 | COF | 0.23% | 6,171 | $1M | $212.77 | $625K | +2,333 | +60.8% | |
| 87 | CMCSA | 0.23% | 36,472 | $1M | $35.70 | -$97K | -1,434 | -3.8% | |
| 88 | PDD | 0.22% | 12,241 | $1M | $104.65 | -$267K | -841 | -6.4% | |
| 89 | BNS | 0.22% | 22,531 | $1M | $55.21 | $159K | -357 | -1.6% | |
| 90 | DE | 0.21% | 2,432 | $1M | $508.63 | $53K | -90 | -3.6% | |
| 91 | DHR | 0.21% | 6,257 | $1M | $197.54 | -$91K | -217 | -3.4% | |
| 92 | CRWD | 0.21% | 2,424 | $1M | $509.08 | $404K | +70 | +3.0% | |
| 93 | ADP | 0.21% | 3,994 | $1M | $308.21 | -$29K | -131 | -3.2% | |
| 94 | LRCX | 0.21% | 12,558 | $1M | $97.39 | $283K | -371 | -2.9% | |
| 95 | LOW | 0.21% | 5,482 | $1M | $221.82 | -$110K | -204 | -3.6% | |
| 96 | CM | 0.21% | 17,136 | $1M | $70.79 | $235K | -258 | -1.5% | |
| 97 | CNQ | 0.21% | 37,937 | $1M | $31.37 | $7K | -535 | -1.4% | |
| 98 | KLAC | 0.20% | 1,309 | $1M | $895.34 | $259K | -34 | -2.5% | |
| 99 | APH | 0.20% | 11,850 | $1M | $98.73 | $388K | -76 | -0.6% | |
| 100 | ADI | 0.20% | 4,904 | $1M | $237.97 | $160K | -90 | -1.8% |