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CIGNA INVESTMENTS INC

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BLOOMFIELD CT Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Cigna Investments is based out of Bloomfield. Cigna Investments is a large advisory firm with 113 clients and discretionary assets under management (AUM) of $22,554,570,237 (Form ADV from 2023-05-19). Their last reported 13F filing for Q4 2023 included $486,426,000 in managed 13F securities and a top 10 holdings concentration of 32.29%. Cigna Investments's largest holding is Apple Inc with shares held of 159,165. Whalewisdom has at least 29 13F filings

2023-12-31

Top Buys (13F)

Name % Change
AVGO Broadcom Ltd. (Avago 0.24%
INTC Intel Corp. 0.1%
SHOP Shopify Inc 0.08%
COIN Coinbase Global Inc 0.07%
NET Cloudflare Inc 0.05%

2023-12-31

Top Sells (13F)

Name % Change
ITOT iShares Core S&P Tot 0.68%
TSLA Tesla Inc 0.18%
ATVI Activision Blizzard 0.17%
CVX Chevron Corp. (Stand 0.16%
BRK.B Berkshire Hathaway I 0.12%

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 6.3%
ITOT iShares Core S&P Tot 6.29%
MSFT Microsoft Corp. 6.09%
AMZN Amazon.com Inc. 3.02%
NVDA NVIDIA Corp. 2.6%

2023-12-31

13F Activity

Market Value $486m, Prior: $439m
New Purchases 32 stocks
Added To 68 stocks
Sold out of 12 stocks
Reduced holdings in 211 stocks
Top 10 Holdings % 32.29%
Turnover %[1] 9.98%
Turnover Alt %[2] 1.7%
Time Held Top 20 15.05 quarters
Time Held Top 10 12.9 quarters
Time Held All 22.74 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance