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
$447M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$8.94M
3
+$5.29M
4
ICE icon
Intercontinental Exchange
ICE
+$3.25M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$2.3M

Top Sells

1
+$9.12M
2
+$8.92M
3
+$7.96M
4
MCO icon
Moody's
MCO
+$3.28M
5
TFC icon
Truist Financial
TFC
+$2.99M

Sector Composition

1 Technology 9.09%
2 Healthcare 8.27%
3 Financials 6.98%
4 Consumer Discretionary 6.83%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.02M 0.68%
15,104
-373
52
$2.89M 0.65%
18,888
-261
53
$2.79M 0.62%
74,427
+767
54
$2.7M 0.6%
77,494
+3,080
55
$2.68M 0.6%
122,366
+8
56
$2.54M 0.57%
63,143
-2,459
57
$2.54M 0.57%
75,887
+2,331
58
$2.46M 0.55%
30,492
+497
59
$2.43M 0.54%
22,038
+267
60
$2.38M 0.53%
36,245
+1,041
61
$2.35M 0.53%
17,724
-155
62
$2.32M 0.52%
20,916
+3,456
63
$2.3M 0.51%
17,379
-2,242
64
$2.29M 0.51%
76,422
+13,413
65
$2.22M 0.5%
75,960
+10,024
66
$2.19M 0.49%
36,926
+6,835
67
$2.16M 0.48%
41,386
+134
68
$2.15M 0.48%
27,955
-3,589
69
$2.07M 0.46%
10,877
-2
70
$1.93M 0.43%
26,529
-970
71
$1.89M 0.42%
25,002
-120,719
72
$1.89M 0.42%
37,621
-38,689
73
$1.88M 0.42%
14,938
+2,746
74
$1.66M 0.37%
10,304
-1,035
75
$1.57M 0.35%
18,544
-2,505
1 2
3
4 5