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
$115M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.09M
3
+$1M
4
TM icon
Toyota
TM
+$785K
5
STI
SunTrust Banks, Inc.
STI
+$93.4K

Top Sells

1
+$1.09M
2
+$1.03M
3
+$1.01M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$688K
5
MSFT icon
Microsoft
MSFT
+$516K

Sector Composition

1 Financials 17.27%
2 Technology 14.51%
3 Healthcare 13.5%
4 Industrials 12.81%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$971K 0.84%
56,943
+1,281
52
$898K 0.78%
24,988
-139
53
$883K 0.77%
18,760
+480
54
$870K 0.76%
34,098
+570
55
$846K 0.74%
21,586
+559
56
$841K 0.73%
8,880
57
$785K 0.68%
+6,333
58
$749K 0.65%
4,422
+106
59
$649K 0.56%
54,782
+2,668
60
$629K 0.55%
92,105
61
$413K 0.36%
7,873
62
$322K 0.28%
1,550
-78
63
$292K 0.25%
15,180
64
$288K 0.25%
870
65
$284K 0.25%
5,569
-281
66
$267K 0.23%
4,399
67
$124K 0.11%
2,370
-1,020
68
– –
-16,276
69
– –
-70,080
70
– –
-4,519
71
– –
-139,035
1 2
3