CIP
Capital Insight Partners Portfolio holdings
AUM
$604M
1-Year Est. Return
12.17%
1 Year Est. Return
+12.17%
AUM
$604M
AUM Growth
+$28.6M
(+5%)
Holding
168
Top Buys
| 1 | +$13.8M | |
| 2 | +$5.94M | |
| 3 | +$5.08M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$4.78M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$2.26M |
Top Sells
| 1 | +$11.8M | |
| 2 | +$2.47M | |
| 3 | +$2.11M | |
| 4 |
Toyota
TM
|
+$2.09M |
| 5 |
Oracle
ORCL
|
+$1.46M |
Sector Composition
| 1 | Technology | 14.2% |
| 2 | Consumer Discretionary | 7.37% |
| 3 | Financials | 6.88% |
| 4 | Industrials | 4.85% |
| 5 | Healthcare | 4.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Ford
F
$47.7B
| $251K | 0.04% |
21,000
|
|
||
152
Eaton
ETN
$147B
| $244K | 0.04% |
651
|
|
||
153
Coca-Cola
KO
$295B
| $242K | 0.04% |
3,643
|
|
||
154
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
| $238K | 0.04% |
4,696
|
|
||
155
Abbott
ABT
$225B
| $235K | 0.04% |
1,753
|
|
||
156
Exxon Mobil
XOM
$480B
| $233K | 0.04% |
2,068
-15
|
|
||
157
Altria Group
MO
$108B
| $230K | 0.04% |
3,475
-104
|
|
||
158
Berkshire Hathaway Class B
BRK.B
$1.07T
| $228K | 0.04% |
453
|
|
||
159
Trane Technologies
TT
$93.1B
| $226K | 0.04% |
536
|
|
||
160
IBM
IBM
$264B
| $219K | 0.04% |
776
|
|
||
161
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $218K | 0.04% |
3,345
|
|
||
162
iShares Core MSCI EAFE ETF
IEFA
$158B
| $206K | 0.03% |
+2,359
|
|
||
163
Schwab US Mid-Cap ETF
SCHM
$13.6B
| $206K | 0.03% |
+6,935
|
|
||
164
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
| – | – |
-24,999
|
|
||
165
Unilever
UL
$154B
| – | – |
-40,426
|
|
||
|
166
Toyota
TM
$261B
| – | – |
-12,161
|
|
||
167
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
| – | – |
-8,108
|
|
||
168
Parker-Hannifin
PH
$93.6B
| – | – |
-1,377
|
|