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
$118M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$4.17M
2 +$4.08M
3 +$3.85M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$3.71M
5
UL icon
Unilever
UL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.83%
2 Consumer Discretionary 14.24%
3 Financials 13.75%
4 Industrials 11.31%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.17%
+7,850