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
$128M
AUM Growth
+$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.75M
3
+$1.59M
4
UGP icon
Ultrapar
UGP
+$1.27M
5
TSM icon
TSMC
TSM
+$875K

Top Sells

1
+$1.61M
2
+$1.49M
3
+$1.32M
4
SPB icon
Spectrum Brands
SPB
+$862K
5
MMM icon
3M
MMM
+$307K

Sector Composition

1 Financials 16.56%
2 Industrials 11.95%
3 Healthcare 10.38%
4 Technology 10.03%
5 Communication Services 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.44%
17,873
+104
27
$1.83M 1.43%
15,258
+275
28
$1.75M 1.37%
+104,979
29
$1.73M 1.35%
63,848
-944
30
$1.73M 1.35%
237,473
+3,035
31
$1.67M 1.31%
6,868
-50
32
$1.66M 1.3%
8,757
+46
33
$1.62M 1.27%
14,467
+68
34
$1.56M 1.22%
28,255
+145
35
$1.47M 1.15%
16,961
+92
36
$1.43M 1.12%
35,814
+16,975
37
$1.41M 1.1%
9,660
+5
38
$1.4M 1.1%
10,652
-322
39
$1.36M 1.07%
11,076
+44
40
$1.29M 1.01%
32,351
-26
41
$1.27M 1%
+112,226
42
$1.24M 0.97%
19,773
+354
43
$1.23M 0.96%
16,273
-83
44
$1.19M 0.93%
10,541
-7,670
45
$1.16M 0.91%
25,540
+187
46
$1.08M 0.85%
6,207
+60
47
$1.06M 0.83%
25,168
+1,172
48
$1.06M 0.83%
67,624
+580
49
$1.03M 0.8%
20,728
+276
50
$1M 0.78%
26,510
+30
1
2
3