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
$107M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$1.41M
3 +$1.02M
4
BAC icon
Bank of America
BAC
+$369K
5
GSK icon
GSK
GSK
+$272K

Top Sells

1 +$3.71M
2 +$3.64M
3 +$1.99M
4
DB icon
Deutsche Bank
DB
+$1.94M
5
PNR icon
Pentair
PNR
+$1.34M

Sector Composition

1 Technology 17.9%
2 Consumer Discretionary 15.36%
3 Financials 12.47%
4 Consumer Staples 10.93%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-29,080
52
-72,106
53
-23,465