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
$113M
AUM Growth
+$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$381K
3
+$244K
4
EGN
Energen
EGN
+$237K
5
MCD icon
McDonald's
MCD
+$223K

Top Sells

1
+$319K
2
+$259K
3
+$242K
4
GILD icon
Gilead Sciences
GILD
+$233K
5
IBM icon
IBM
IBM
+$217K

Sector Composition

1 Industrials 16.24%
2 Financials 15.75%
3 Healthcare 12.76%
4 Consumer Staples 9.06%
5 Technology 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1.43%
16,124
-1,119
27
$1.59M 1.41%
50,118
-1,284
28
$1.58M 1.41%
55,134
-2,200
29
$1.54M 1.37%
9,287
-441
30
$1.54M 1.37%
46,748
+1,962
31
$1.54M 1.36%
227,890
+22,559
32
$1.49M 1.32%
18,494
-803
33
$1.47M 1.3%
13,686
-476
34
$1.38M 1.23%
25,527
-5,889
35
$1.36M 1.2%
6,639
-435
36
$1.32M 1.18%
10,730
-577
37
$1.29M 1.14%
8,399
-504
38
$1.25M 1.11%
17,874
-451
39
$1.21M 1.07%
16,286
-130
40
$1.13M 1%
19,118
-110
41
$1.07M 0.95%
63,340
-4,216
42
$1.06M 0.94%
10,822
-609
43
$987K 0.88%
24,604
-1,606
44
$931K 0.83%
5,895
-257
45
$922K 0.82%
25,180
-1,500
46
$914K 0.81%
19,012
-667
47
$890K 0.79%
8,132
-971
48
$863K 0.77%
64,672
-1,272
49
$828K 0.73%
22,984
-756
50
$726K 0.64%
10,529
+680
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