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
151
$227K 0.04%
5,052
+3
152
$212K 0.04%
424
-69
153
$211K 0.04%
1,444
-368
154
$204K 0.04%
+1,119
155
$204K 0.04%
1,349
156
$202K 0.04%
2,450
+60
157
$58.4K 0.01%
3,474
-558
158
– –
-1,810
159
– –
-23,398
160
– –
-86,582
161
– –
-22,916
162
– –
-2,935
163
– –
-4,010
164
– –
-2,157
165
– –
-7,685
166
– –
-2,025
167
– –
-29,364
168
– –
-2,122
3 4 5 6
7