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
$491M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.7M
3
+$2.14M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.08M
5
FMS icon
Fresenius Medical Care
FMS
+$1.98M

Top Sells

1
+$2.44M
2
+$1.84M
3
+$1.58M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.48M
5
BND icon
Vanguard Total Bond Market
BND
+$1.38M

Sector Composition

1 Financials 8.89%
2 Healthcare 8.66%
3 Technology 7.48%
4 Industrials 7%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.33M 0.68%
34,192
+186
52
$3.29M 0.67%
54,744
+1,537
53
$3.25M 0.66%
20,901
+145
54
$3.21M 0.65%
19,261
+712
55
$3.09M 0.63%
35,387
+1,179
56
$2.98M 0.61%
28,821
+1,392
57
$2.88M 0.59%
25,355
-9,385
58
$2.84M 0.58%
26,022
+809
59
$2.82M 0.57%
20,651
-3,304
60
$2.77M 0.56%
16,600
+580
61
$2.67M 0.54%
71,617
+948
62
$2.65M 0.54%
18,881
+655
63
$2.62M 0.53%
36,195
+1,021
64
$2.61M 0.53%
28,079
-1,658
65
$2.61M 0.53%
12,758
-387
66
$2.6M 0.53%
18,631
+430
67
$2.58M 0.53%
30,425
+1,929
68
$2.58M 0.53%
13,080
+1,000
69
$2.58M 0.52%
53,990
-8,150
70
$2.49M 0.51%
97,372
+11,620
71
$2.47M 0.5%
41,321
-2,778
72
$2.46M 0.5%
11,453
-1,347
73
$2.44M 0.5%
31,596
-707
74
$2.37M 0.48%
47,988
-6,171
75
$2.31M 0.47%
41,190
+2,048
1 2
3
4 5