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
$105M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.36M
3
+$1.36M
4
NKE icon
Nike
NKE
+$1.09M
5
SGI
Somnigroup International
SGI
+$973K

Top Sells

1
+$1.92M
2
+$1.51M
3
+$1.45M
4
RKUS
RUCKUS WIRELESS INC COM STK (DE)
RKUS
+$1.22M
5
ORCL icon
Oracle
ORCL
+$612K

Sector Composition

1 Healthcare 15.27%
2 Financials 13.06%
3 Consumer Staples 11.57%
4 Industrials 11.48%
5 Technology 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.03M 3.83%
33,212
+518
2
$3.75M 3.57%
24,884
-73
3
$3.68M 3.5%
76,781
+1,068
4
$3.53M 3.35%
105,675
+2,934
5
$3.07M 2.92%
32,790
+768
6
$3.07M 2.91%
41,902
+2
7
$3.04M 2.88%
31,698
+8,647
8
$2.92M 2.77%
219,848
+673
9
$2.89M 2.74%
34,623
+6,947
10
$2.85M 2.7%
25,666
+268
11
$2.84M 2.7%
50,925
+442
12
$2.68M 2.54%
22,434
+194
13
$2.63M 2.5%
33,532
-253
14
$2.59M 2.46%
47,862
-787
15
$2.48M 2.36%
60,624
-14,958
16
$2.44M 2.32%
+21,599
17
$2.44M 2.32%
89,728
+1,299
18
$2.44M 2.31%
16,050
+260
19
$2.43M 2.31%
1,945
+692
20
$2.38M 2.26%
57,928
+1,111
21
$2.37M 2.25%
67,400
+10,700
22
$2.25M 2.14%
47,618
+16,265
23
$2.23M 2.12%
28,241
+1,610
24
$2.23M 2.12%
19,527
+102
25
$2.13M 2.02%
94,481
+2,232
1
2 3