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
$571M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$6.24M
3
+$1.12M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$634K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$617K

Top Sells

1
+$5.08M
2
+$3.38M
3
+$3.03M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$288K
5
MRK icon
Merck
MRK
+$244K

Sector Composition

1 Technology 11.73%
2 Consumer Discretionary 8.32%
3 Financials 7.77%
4 Healthcare 6.64%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.54M 1.14%
248,903
+8,180
27
$6.46M 1.13%
53,178
+2,460
28
$6.17M 1.08%
12,500
+261
29
$6.07M 1.06%
10,094
+314
30
$6M 1.05%
62,279
+3,174
31
$5.89M 1.03%
22,310
-370
32
$5.51M 0.96%
29,571
+2,881
33
$5.5M 0.96%
46,204
+1,929
34
$5.36M 0.94%
23,753
-378
35
$5.34M 0.93%
25,840
+932
36
$5.17M 0.9%
11,239
+382
37
$5.13M 0.9%
8,767
+231
38
$5.07M 0.89%
113,530
+6,885
39
$4.88M 0.85%
122,900
-884
40
$4.84M 0.85%
11,940
+417
41
$4.83M 0.85%
24,330
+1,144
42
$4.8M 0.84%
23,923
+1,519
43
$4.78M 0.84%
62,952
+331
44
$4.53M 0.79%
23,519
+1,241
45
$4.44M 0.78%
17,494
+99
46
$4.29M 0.75%
47,836
+2,583
47
$4.26M 0.75%
58,656
+1,179
48
$4.19M 0.73%
76,898
+174
49
$4.09M 0.72%
14,538
+191
50
$4.07M 0.71%
85,801
+803
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