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
76
$1.61M 0.28%
30,541
-2,407
77
$1.57M 0.28%
19,936
+369
78
$1.54M 0.27%
5,593
-205
79
$1.47M 0.26%
36,962
+1,312
80
$1.44M 0.25%
7,196
-15
81
$1.44M 0.25%
5,304
+184
82
$1.41M 0.25%
27,610
+3,391
83
$1.4M 0.24%
23,563
-668
84
$1.34M 0.23%
45,260
+1,600
85
$1.31M 0.23%
1,466
+56
86
$1.29M 0.23%
3,181
+120
87
$1.26M 0.22%
1,424
-90
88
$1.18M 0.21%
6,518
+248
89
$1.18M 0.21%
14,836
-517
90
$1.12M 0.2%
10,000
91
$1.08M 0.19%
1,221
+39
92
$1.07M 0.19%
46,050
-267
93
$1.06M 0.19%
6,166
+976
94
$1.05M 0.18%
1,293
+48
95
$1.05M 0.18%
13,290
-1,933
96
$1.04M 0.18%
20,889
+239
97
$960K 0.17%
21,189
-300
98
$958K 0.17%
16,470
99
$958K 0.17%
4,904
-307
100
$897K 0.16%
6,625
+159
2 3
4
5 6