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
$447M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$8.94M
3
+$5.29M
4
ICE icon
Intercontinental Exchange
ICE
+$3.25M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$2.3M

Top Sells

1
+$9.12M
2
+$8.92M
3
+$7.96M
4
MCO icon
Moody's
MCO
+$3.28M
5
TFC icon
Truist Financial
TFC
+$2.99M

Sector Composition

1 Technology 9.09%
2 Healthcare 8.27%
3 Financials 6.98%
4 Consumer Discretionary 6.83%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 0.98%
1,623
-280
27
$4.36M 0.98%
36,607
-970
28
$4.32M 0.97%
45,760
-163
29
$4.3M 0.96%
51,887
+2,184
30
$4.27M 0.95%
45,099
+3,236
31
$4.25M 0.95%
37,566
+28,759
32
$4.14M 0.93%
8,612
+138
33
$4.12M 0.92%
14,346
-765
34
$4.11M 0.92%
22,246
-522
35
$3.95M 0.88%
21,303
-537
36
$3.89M 0.87%
9,719
-349
37
$3.75M 0.84%
90,165
-1,297
38
$3.72M 0.83%
15,273
+141
39
$3.72M 0.83%
79,327
-4,950
40
$3.72M 0.83%
55,272
+731
41
$3.7M 0.83%
129,134
+2,741
42
$3.69M 0.83%
14,867
+128
43
$3.41M 0.76%
42,174
-412
44
$3.4M 0.76%
7,668
+1,163
45
$3.34M 0.75%
10,763
+17
46
$3.2M 0.72%
57,067
+2,162
47
$3.15M 0.7%
24,148
+905
48
$3.14M 0.7%
85,683
-41
49
$3.14M 0.7%
14,250
-1,290
50
$3.05M 0.68%
34,565
-4,036
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