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
$530M
AUM Growth
-$5.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.48M
3
+$6.42M
4
NVDA icon
NVIDIA
NVDA
+$2.41M
5
NVS icon
Novartis
NVS
+$2.41M

Top Sells

1
+$6.05M
2
+$4.01M
3
+$3.19M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.95M
5
CL icon
Colgate-Palmolive
CL
+$2.64M

Sector Composition

1 Technology 11.88%
2 Consumer Discretionary 8.24%
3 Financials 7.56%
4 Healthcare 7.03%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.12M 1.16%
240,723
-4,153
27
$5.74M 1.08%
41,902
-619
28
$5.49M 1.04%
22,680
+28
29
$5.46M 1.03%
24,131
-522
30
$5.45M 1.03%
38,619
-1,733
31
$5.4M 1.02%
12,239
-539
32
$5.32M 1%
24,908
-1,002
33
$5.31M 1%
9,780
-192
34
$5.22M 0.99%
59,105
+1,182
35
$5.18M 0.98%
56,038
-459
36
$5.16M 0.97%
26,690
-3,568
37
$5.04M 0.95%
253,242
-304,280
38
$4.92M 0.93%
123,784
-10,394
39
$4.43M 0.84%
10,857
-212
40
$4.38M 0.83%
45,253
+379
41
$4.35M 0.82%
22,404
+268
42
$4.35M 0.82%
8,536
-509
43
$4.25M 0.8%
4,155
+22
44
$4.1M 0.77%
106,645
+2,305
45
$4.09M 0.77%
23,186
-596
46
$3.97M 0.75%
11,523
-160
47
$3.94M 0.74%
57,477
-256
48
$3.9M 0.74%
84,998
-2,595
49
$3.77M 0.71%
87,311
+1,460
50
$3.68M 0.69%
76,724
+282
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