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
$571M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$6.24M
3
+$1.12M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$634K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$617K

Top Sells

1
+$5.08M
2
+$3.38M
3
+$3.03M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$288K
5
MRK icon
Merck
MRK
+$244K

Sector Composition

1 Technology 11.73%
2 Consumer Discretionary 8.32%
3 Financials 7.77%
4 Healthcare 6.64%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.02M 0.7%
15,293
+835
52
$3.98M 0.7%
60,328
+4,290
53
$3.76M 0.66%
89,853
+2,542
54
$3.75M 0.66%
13,245
-97
55
$3.74M 0.65%
6,514
-111
56
$3.69M 0.65%
88,351
+3,002
57
$3.57M 0.63%
4,287
+132
58
$3.57M 0.62%
112,277
+11,179
59
$3.44M 0.6%
133,636
-2,228
60
$3.22M 0.56%
37,658
+1,164
61
$3.15M 0.55%
48,719
-258
62
$3.1M 0.54%
26,932
+4,317
63
$3.06M 0.54%
30,979
+1,835
64
$3.03M 0.53%
96,796
+1,100
65
$2.98M 0.52%
13,099
+1,011
66
$2.87M 0.5%
24,400
+1,111
67
$2.86M 0.5%
96,322
+6,660
68
$2.76M 0.48%
42,444
-47
69
$2.72M 0.48%
30,742
+3,126
70
$2.67M 0.47%
40,167
+2,653
71
$2.3M 0.4%
14,919
+568
72
$2.25M 0.39%
12,587
+844
73
$2.1M 0.37%
14,431
+739
74
$2.06M 0.36%
12,080
+406
75
$1.72M 0.3%
22,953
-957
1 2
3
4 5