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
76
$2.29M 0.47%
58,604
-2,681
77
$2.28M 0.46%
32,241
-3,064
78
$2.28M 0.46%
88,262
+3,530
79
$2.27M 0.46%
69,650
+1,807
80
$2.26M 0.46%
71,822
-10,626
81
$2.23M 0.45%
199,881
+13,828
82
$2.19M 0.44%
39,794
+8,020
83
$2.11M 0.43%
39,223
+3,926
84
$2.07M 0.42%
66,746
-16,665
85
$2.05M 0.42%
19,934
+964
86
$1.99M 0.4%
39,900
+4,627
87
$1.98M 0.4%
+61,092
88
$1.97M 0.4%
56,654
-10,445
89
$1.97M 0.4%
60,482
+3,972
90
$1.94M 0.4%
16,131
+1,436
91
$1.94M 0.4%
59,514
+4,049
92
$1.92M 0.39%
17,133
-3,052
93
$1.8M 0.37%
25,067
+1,766
94
$1.77M 0.36%
7,223
-1,446
95
$1.72M 0.35%
7,924
-256
96
$1.66M 0.34%
52,690
+1,049
97
$1.66M 0.34%
16,360
-6,949
98
$1.63M 0.33%
8,812
+630
99
$1.63M 0.33%
28,532
+1,107
100
$1.61M 0.33%
11,140
-1,560
2 3
4
5 6