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
$98.8M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.37M
3
+$2.21M
4
GILD icon
Gilead Sciences
GILD
+$1.33M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$1.08M

Top Sells

1
+$3.31M
2
+$2.51M
3
+$1.67M
4
BAC icon
Bank of America
BAC
+$858K
5
DAI
DAIMLER AG
DAI
+$775K

Sector Composition

1 Technology 15.75%
2 Consumer Discretionary 14.33%
3 Financials 13.86%
4 Healthcare 12.52%
5 Industrials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-25,805
52
– –
-49,150
53
– –
-9,362
54
– –
-36,021
1 2
3