CIP

Capital Insight Partners Portfolio holdings

AUM $604M
1-Year Est. Return 12.17%
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4.08M
3
+$3.85M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$3.71M
5
UL icon
Unilever
UL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.83%
2 Consumer Discretionary 14.24%
3 Financials 13.75%
4 Industrials 11.31%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.82%
+39,268
27
$2.14M 1.81%
+41,102
28
$2.13M 1.8%
+188,556
29
$1.99M 1.68%
+23,465
30
$1.96M 1.65%
+22,826
31
$1.94M 1.64%
+72,106
32
$1.81M 1.53%
+28,711
33
$1.79M 1.52%
+66,440
34
$1.75M 1.48%
+33,537
35
$1.73M 1.46%
+81,037
36
$1.69M 1.43%
+40,785
37
$1.65M 1.4%
+27,138
38
$1.41M 1.19%
+136,005
39
$1.34M 1.13%
+29,080
40
$1.33M 1.13%
+37,783
41
$1.21M 1.02%
+62,678
42
$1.11M 0.94%
+11,407
43
$736K 0.62%
+35,550
44
$527K 0.45%
+16,796
45
$470K 0.4%
+6,935
46
$449K 0.38%
+10,355
47
$425K 0.36%
+7,557
48
$423K 0.36%
+11,015
49
$398K 0.34%
+10,155
50
$396K 0.33%
+3,071
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