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
$371M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$1.17M
3 +$413K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$348K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$291K

Top Sells

1 +$3.7M
2 +$2.5M
3 +$1.99M
4
FMS icon
Fresenius Medical Care
FMS
+$1.75M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.3M

Sector Composition

1 Healthcare 8.65%
2 Financials 8.44%
3 Technology 7.22%
4 Consumer Discretionary 6.38%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,622
152
-4,758
153
-2,311