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
126
$553K 0.1%
+9,725
127
$531K 0.1%
4,219
+105
128
$496K 0.09%
1,220
+452
129
$473K 0.09%
4,524
-490
130
$458K 0.09%
1,799
-7
131
$454K 0.09%
1,843
+105
132
$431K 0.08%
4,401
+110
133
$418K 0.08%
3,690
+90
134
$392K 0.07%
13,284
+330
135
$392K 0.07%
7,015
+175
136
$390K 0.07%
15,274
+380
137
$377K 0.07%
1,035
-2,057
138
$302K 0.06%
2,996
+34
139
$301K 0.06%
12,524
-78
140
$288K 0.05%
6,592
-165
141
$277K 0.05%
2,407
-1,741
142
$277K 0.05%
13,218
143
$263K 0.05%
21,006
+6
144
$257K 0.05%
4,038
-120
145
$244K 0.05%
1,972
-175
146
$237K 0.04%
4,045
-120
147
$233K 0.04%
2,238
-11
148
$230K 0.04%
3,109
-1,166
149
$230K 0.04%
6,209
150
$228K 0.04%
1,125
3 4 5
6
7