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
$123M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.45M
3
+$1.03M
4
CLS icon
Celestica
CLS
+$307K
5
GSK icon
GSK
GSK
+$140K

Top Sells

1
+$2.26M
2
+$1.4M
3
+$854K
4
BML.PRH
Bank of America Depository Shares Series 2
BML.PRH
+$284K
5
MMM icon
3M
MMM
+$78.6K

Sector Composition

1 Financials 17.42%
2 Industrials 13.14%
3 Healthcare 11.15%
4 Technology 10.61%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.42%
106,365
+1,386
27
$1.72M 1.4%
63,332
-516
28
$1.69M 1.38%
15,467
+209
29
$1.65M 1.35%
20,854
+769
30
$1.65M 1.34%
15,030
+563
31
$1.65M 1.34%
59,125
+1,372
32
$1.61M 1.32%
17,435
+474
33
$1.61M 1.31%
242,257
+4,784
34
$1.59M 1.3%
28,644
+389
35
$1.59M 1.3%
8,913
+156
36
$1.45M 1.18%
+10,597
37
$1.36M 1.11%
32,761
+410
38
$1.33M 1.09%
20,086
+313
39
$1.33M 1.08%
9,822
+162
40
$1.32M 1.07%
11,205
+129
41
$1.27M 1.03%
37,137
+1,323
42
$1.24M 1.01%
114,250
+2,024
43
$1.23M 1%
25,074
+2,856
44
$1.17M 0.95%
16,293
+20
45
$1.12M 0.91%
25,771
+231
46
$1.11M 0.9%
10,694
+153
47
$1.03M 0.84%
+8,640
48
$981K 0.8%
22,429
+371
49
$936K 0.76%
27,110
+600
50
$934K 0.76%
6,332
+125
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