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
-$599K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$699K
3
+$420K
4
FANG icon
Diamondback Energy
FANG
+$278K
5
WFC icon
Wells Fargo
WFC
+$207K

Top Sells

1
+$2.77M
2
+$1.37M
3
+$941K
4
UBS icon
UBS Group
UBS
+$96K
5
CHE icon
Chemed
CHE
+$92.3K

Sector Composition

1 Technology 17.34%
2 Financials 17.2%
3 Healthcare 13.62%
4 Industrials 13.19%
5 Consumer Discretionary 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1.45%
30,246
-381
27
$1.65M 1.44%
20,490
-314
28
$1.65M 1.44%
48,349
+79
29
$1.55M 1.36%
25,834
-271
30
$1.53M 1.33%
15,783
-14
31
$1.49M 1.3%
9,252
-87
32
$1.46M 1.27%
6,706
+13
33
$1.44M 1.26%
10,053
-94
34
$1.44M 1.25%
9,812
-21
35
$1.41M 1.24%
10,283
-231
36
$1.41M 1.23%
8,612
-77
37
$1.34M 1.17%
29,478
-256
38
$1.31M 1.15%
23,797
-302
39
$1.21M 1.06%
16,440
-120
40
$1.16M 1.01%
18,445
-100
41
$1.1M 0.96%
15,635
-13,332
42
$1.09M 0.96%
12,176
+29
43
$1.08M 0.95%
27,830
+550
44
$1.08M 0.95%
6,415
+127
45
$1.07M 0.93%
56,427
-516
46
$1.06M 0.93%
16,099
+159
47
$1.05M 0.92%
16,684
+127
48
$1.02M 0.89%
7,720
+57
49
$992K 0.87%
21,351
-235
50
$984K 0.86%
34,490
-102
1
2
3