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
101
$866K 0.16%
8,114
+165
102
$833K 0.16%
5,190
+900
103
$805K 0.15%
1,245
+30
104
$788K 0.15%
6,466
+781
105
$772K 0.15%
3,089
+125
106
$720K 0.14%
17,612
+440
107
$707K 0.13%
1,856
+45
108
$694K 0.13%
30,438
+918
109
$692K 0.13%
1,200
-220
110
$687K 0.13%
7,693
+190
111
$662K 0.12%
26,790
+306
112
$640K 0.12%
5,592
+135
113
$631K 0.12%
7,538
-6
114
$622K 0.12%
1,205
+30
115
$615K 0.12%
4,823
-129
116
$614K 0.12%
24,368
-584
117
$609K 0.11%
1,789
+80
118
$601K 0.11%
2,255
+55
119
$600K 0.11%
4,629
+115
120
$592K 0.11%
4,229
+105
121
$589K 0.11%
12,113
+300
122
$585K 0.11%
1,157
+77
123
$583K 0.11%
2,997
+60
124
$579K 0.11%
32,637
+815
125
$574K 0.11%
8,446
+210
3 4
5
6 7