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
$113M
AUM Growth
+$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$381K
3
+$244K
4
EGN
Energen
EGN
+$237K
5
MCD icon
McDonald's
MCD
+$223K

Top Sells

1
+$319K
2
+$259K
3
+$242K
4
GILD icon
Gilead Sciences
GILD
+$233K
5
IBM icon
IBM
IBM
+$217K

Sector Composition

1 Industrials 16.24%
2 Financials 15.75%
3 Healthcare 12.76%
4 Consumer Staples 9.06%
5 Technology 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$697K 0.62%
17,912
+1,435
52
$498K 0.44%
22,068
-3,595
53
$493K 0.44%
4,724
-1,859
54
$434K 0.39%
8,350
55
$420K 0.37%
+12,000
56
$381K 0.34%
+11,941
57
$369K 0.33%
4,042
-1,698
58
$358K 0.32%
7,400
-600
59
$279K 0.25%
11,793
-1,180
60
$251K 0.22%
5,600
-397
61
$244K 0.22%
+5,360
62
$240K 0.21%
8,419
-3,324
63
$237K 0.21%
+4,800
64
$225K 0.2%
16,551
65
$223K 0.2%
+1,454
66
– –
-5,009
67
– –
-1,304
68
– –
-3,433
69
– –
-2,285
1 2
3