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
$115M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.09M
3
+$1M
4
TM icon
Toyota
TM
+$785K
5
STI
SunTrust Banks, Inc.
STI
+$93.4K

Top Sells

1
+$1.09M
2
+$1.03M
3
+$1.01M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$688K
5
MSFT icon
Microsoft
MSFT
+$516K

Sector Composition

1 Financials 17.27%
2 Technology 14.51%
3 Healthcare 13.5%
4 Industrials 12.81%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.52%
30,627
-154
27
$1.69M 1.47%
8,120
+21
28
$1.63M 1.42%
10,147
-35
29
$1.63M 1.42%
6,693
+119
30
$1.62M 1.41%
26,105
+507
31
$1.54M 1.34%
15,797
+200
32
$1.52M 1.32%
10,514
-40
33
$1.51M 1.32%
18,049
+230
34
$1.5M 1.3%
8,689
-50
35
$1.46M 1.27%
9,339
+56
36
$1.44M 1.25%
20,804
-219
37
$1.43M 1.24%
24,099
+294
38
$1.39M 1.21%
9,833
+115
39
$1.37M 1.19%
29,734
-43
40
$1.37M 1.19%
34,561
+866
41
$1.23M 1.07%
12,147
+279
42
$1.19M 1.03%
16,560
+774
43
$1.13M 0.98%
34,592
+464
44
$1.12M 0.97%
+15,940
45
$1.09M 0.95%
18,545
+316
46
$1.09M 0.94%
+7,663
47
$1.03M 0.9%
7,558
+193
48
$1.03M 0.9%
27,280
+540
49
$1.03M 0.89%
6,288
+160
50
$1M 0.87%
+16,557
1
2
3