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
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4.08M
3
+$3.85M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$3.71M
5
UL icon
Unilever
UL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.83%
2 Consumer Discretionary 14.24%
3 Financials 13.75%
4 Industrials 11.31%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.17M 3.52%
+244,724
2
$4.08M 3.45%
+41,534
3
$3.85M 3.25%
+250,608
4
$3.71M 3.14%
+111,595
5
$3.67M 3.1%
+85,379
6
$3.64M 3.08%
+75,510
7
$3.63M 3.07%
+114,243
8
$3.63M 3.07%
+28,528
9
$3.46M 2.92%
+46,480
10
$3.34M 2.82%
+82,918
11
$3.22M 2.72%
+49,294
12
$3.21M 2.71%
+36,129
13
$3.13M 2.64%
+37,601
14
$3.06M 2.59%
+204,001
15
$3.01M 2.55%
+25,905
16
$3.01M 2.54%
+17,665
17
$2.84M 2.4%
+32,407
18
$2.8M 2.37%
+107,975
19
$2.69M 2.28%
+26,025
20
$2.69M 2.27%
+29,575
21
$2.63M 2.22%
+56,407
22
$2.53M 2.14%
+29,397
23
$2.52M 2.13%
+95,529
24
$2.38M 2.01%
+20,672
25
$2.31M 1.95%
+44,630
1
2 3