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
$114M
AUM Growth
-$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.42M
3
+$1.18M
4
WSO icon
Watsco Inc
WSO
+$1.05M
5
SAP icon
SAP
SAP
+$867K

Top Sells

1
+$2.26M
2
+$2.24M
3
+$1.31M
4
GSK icon
GSK
GSK
+$1.3M
5
SNA icon
Snap-on
SNA
+$1.07M

Sector Composition

1 Financials 18.13%
2 Industrials 14.04%
3 Technology 13.18%
4 Healthcare 11.04%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 1.43%
7,834
-1,111
27
$1.6M 1.41%
10,082
-1,242
28
$1.55M 1.36%
13,838
-1,836
29
$1.5M 1.32%
15,582
-2,199
30
$1.49M 1.31%
17,602
-2,725
31
$1.47M 1.29%
15,910
-1,943
32
$1.42M 1.25%
+8,489
33
$1.39M 1.23%
25,333
-3,797
34
$1.36M 1.19%
9,779
-1,076
35
$1.33M 1.17%
16,365
-2,431
36
$1.3M 1.15%
23,347
-2,887
37
$1.24M 1.09%
34,971
-3,827
38
$1.23M 1.08%
8,689
-1,264
39
$1.19M 1.04%
9,195
-1,011
40
$1.18M 1.04%
+17,965
41
$1.15M 1.01%
21,097
-2,142
42
$1.08M 0.95%
49,613
-10,171
43
$1.05M 0.93%
+5,906
44
$1.03M 0.9%
29,232
-3,934
45
$975K 0.86%
14,568
-2,345
46
$922K 0.81%
25,840
-2,740
47
$892K 0.78%
20,195
-2,482
48
$867K 0.76%
+7,046
49
$856K 0.75%
+53,849
50
$852K 0.75%
137,697
-110,986
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