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
$530M
AUM Growth
-$5.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.48M
3
+$6.42M
4
NVDA icon
NVIDIA
NVDA
+$2.41M
5
NVS icon
Novartis
NVS
+$2.41M

Top Sells

1
+$6.05M
2
+$4.01M
3
+$3.19M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.95M
5
CL icon
Colgate-Palmolive
CL
+$2.64M

Sector Composition

1 Technology 11.88%
2 Consumer Discretionary 8.24%
3 Financials 7.56%
4 Healthcare 7.03%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.68M 0.69%
22,278
+852
52
$3.61M 0.68%
17,395
-1,180
53
$3.61M 0.68%
6,625
-58
54
$3.57M 0.67%
13,342
-438
55
$3.54M 0.67%
14,347
-633
56
$3.53M 0.67%
62,621
+483
57
$3.35M 0.63%
14,458
-268
58
$3.34M 0.63%
85,349
-2,662
59
$3.22M 0.61%
135,864
-122
60
$3.11M 0.59%
29,144
+110
61
$3.09M 0.58%
101,098
+5,075
62
$3.08M 0.58%
95,696
-3,998
63
$3.02M 0.57%
89,662
+896
64
$2.95M 0.56%
48,977
-3,243
65
$2.87M 0.54%
36,494
+334
66
$2.78M 0.52%
37,514
-1,575
67
$2.61M 0.49%
12,088
-284
68
$2.56M 0.48%
23,289
+341
69
$2.41M 0.45%
+22,615
70
$2.41M 0.45%
11,743
-130
71
$2.34M 0.44%
42,491
-533
72
$2.08M 0.39%
27,616
+1,065
73
$1.98M 0.37%
11,674
+270
74
$1.88M 0.35%
13,692
+766
75
$1.72M 0.33%
23,910
-1,449
1 2
3
4 5