CIP

Capital Insight Partners Portfolio holdings

AUM $473M
1-Year Est. Return 14.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$7.91M
2 +$5.14M
3 +$1.83M
4
JPM icon
JPMorgan Chase
JPM
+$1.34M
5
XYL icon
Xylem
XYL
+$1.13M

Top Sells

1 +$7.98M
2 +$5.8M
3 +$4.29M
4
VDE icon
Vanguard Energy ETF
VDE
+$2.35M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.65M

Sector Composition

1 Technology 10.05%
2 Financials 9.39%
3 Healthcare 8.64%
4 Industrials 8.28%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-52,242
102
-3,834