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
$110M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.56M
3
+$1.3M
4
VWR
VWR Corporation
VWR
+$1.26M
5
GSK icon
GSK
GSK
+$817K

Top Sells

1
+$1.58M
2
+$1.5M
3
+$1.23M
4
BBWI icon
Bath & Body Works
BBWI
+$1.16M
5
NXPI icon
NXP Semiconductors
NXPI
+$413K

Sector Composition

1 Industrials 16.28%
2 Financials 15.99%
3 Healthcare 12.8%
4 Consumer Staples 9.81%
5 Technology 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.45%
9,728
+4,910
27
$1.59M 1.44%
14,162
+561
28
$1.56M 1.42%
+13,975
29
$1.55M 1.4%
31,416
-30,488
30
$1.51M 1.37%
19,297
-3,332
31
$1.51M 1.37%
57,334
+16,981
32
$1.47M 1.33%
51,402
-1,626
33
$1.44M 1.3%
18,325
+673
34
$1.31M 1.18%
8,903
+80
35
$1.3M 1.18%
+205,331
36
$1.29M 1.17%
7,074
+30
37
$1.26M 1.14%
+44,786
38
$1.22M 1.11%
11,307
+504
39
$1.2M 1.09%
16,416
+556
40
$1.17M 1.06%
67,556
+1,680
41
$1.13M 1.02%
26,210
+436
42
$1.12M 1.01%
11,431
+230
43
$1.07M 0.97%
19,228
+5,347
44
$1.04M 0.94%
6,152
+195
45
$1.02M 0.93%
19,679
+2,263
46
$1.02M 0.92%
26,680
+650
47
$942K 0.85%
9,103
-3,987
48
$853K 0.77%
23,740
-1,040
49
$766K 0.69%
65,944
+4,032
50
$707K 0.64%
6,583
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