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
$101M
AUM Growth
-$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.09M
3
+$924K
4
FDS icon
Factset
FDS
+$787K
5
DIS icon
Walt Disney
DIS
+$238K

Top Sells

1
+$1.65M
2
+$1.39M
3
+$1.33M
4
THRM icon
Gentherm
THRM
+$1.17M
5
GILD icon
Gilead Sciences
GILD
+$903K

Sector Composition

1 Industrials 16.17%
2 Financials 15.54%
3 Healthcare 11.89%
4 Technology 10.46%
5 Consumer Staples 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 1.53%
21,550
-12,609
27
$1.52M 1.51%
31,561
-12,489
28
$1.52M 1.5%
53,028
-2,436
29
$1.49M 1.48%
12,979
-928
30
$1.36M 1.35%
17,652
+240
31
$1.28M 1.27%
13,090
-14,143
32
$1.18M 1.17%
8,823
-5,419
33
$1.16M 1.15%
21,786
-1,858
34
$1.13M 1.12%
7,044
+148
35
$1.09M 1.08%
+10,803
36
$1.07M 1.06%
25,774
+347
37
$1.06M 1.05%
65,876
-3,616
38
$1.06M 1.05%
61,912
+2,908
39
$1.04M 1.03%
15,860
-102
40
$1.03M 1.02%
17,223
-149
41
$1.02M 1.01%
5,957
+8
42
$986K 0.98%
40,353
-10,292
43
$983K 0.98%
11,201
+192
44
$962K 0.95%
26,030
+710
45
$924K 0.92%
+17,416
46
$852K 0.85%
42,838
-1,885
47
$787K 0.78%
+4,818
48
$775K 0.77%
6,583
49
$718K 0.71%
24,780
+1,192
50
$706K 0.7%
13,881
-4,937
1
2
3