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
$98.4M
AUM Growth
-$430K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.61M
3
+$1.52M
4
GILD icon
Gilead Sciences
GILD
+$1.33M
5
HD icon
Home Depot
HD
+$1.25M

Top Sells

1
+$2.66M
2
+$2.42M
3
+$1.74M
4
PAG icon
Penske Automotive Group
PAG
+$1.53M
5
AVY icon
Avery Dennison
AVY
+$1.44M

Sector Composition

1 Technology 14.11%
2 Healthcare 14.05%
3 Financials 13.11%
4 Industrials 11.9%
5 Consumer Discretionary 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-22,923
52
– –
-219,300
53
– –
-171,851
54
– –
-36,192
55
– –
-30,308
56
– –
-35,186
57
– –
-18,417
58
– –
-11,000
1 2
3