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
$105M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$1.36M
3 +$1.36M
4
NKE icon
Nike
NKE
+$1.09M
5
SGI
Somnigroup International
SGI
+$973K

Top Sells

1 +$1.92M
2 +$1.51M
3 +$1.45M
4
RKUS
RUCKUS WIRELESS INC COM STK (DE)
RKUS
+$1.22M
5
ORCL icon
Oracle
ORCL
+$612K

Sector Composition

1 Healthcare 15.27%
2 Financials 13.06%
3 Consumer Staples 11.57%
4 Industrials 11.48%
5 Technology 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$216K 0.21%
+6,040
52
$208K 0.2%
1,435
-137
53
$207K 0.2%
2,115
54
-124,089
55
-19,679
56
-22,425