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
76
$1.69M 0.32%
32,948
-1,484
77
$1.65M 0.31%
14,351
+355
78
$1.52M 0.29%
5,798
+133
79
$1.46M 0.28%
19,567
+188
80
$1.39M 0.26%
35,650
+820
81
$1.37M 0.26%
1,514
-75
82
$1.36M 0.26%
24,231
-426
83
$1.32M 0.25%
7,211
-36
84
$1.21M 0.23%
24,219
-1,529
85
$1.19M 0.22%
15,353
-432
86
$1.17M 0.22%
15,223
-1,493
87
$1.14M 0.22%
43,660
+850
88
$1.13M 0.21%
5,120
+115
89
$1.11M 0.21%
1,410
+35
90
$1.03M 0.19%
20,650
-3,737
91
$1.01M 0.19%
10,000
92
$1M 0.19%
1,182
+129
93
$983K 0.19%
+3,061
94
$973K 0.18%
5,303
-690
95
$925K 0.17%
46,317
-2,715
96
$910K 0.17%
6,270
+155
97
$903K 0.17%
5,211
+105
98
$889K 0.17%
16,470
-285
99
$883K 0.17%
21,489
-340
100
$877K 0.17%
6,806
+170
2 3
4
5 6