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
$113M
AUM Growth
+$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$381K
3
+$244K
4
EGN
Energen
EGN
+$237K
5
MCD icon
McDonald's
MCD
+$223K

Top Sells

1
+$319K
2
+$259K
3
+$242K
4
GILD icon
Gilead Sciences
GILD
+$233K
5
IBM icon
IBM
IBM
+$217K

Sector Composition

1 Industrials 16.24%
2 Financials 15.75%
3 Healthcare 12.76%
4 Consumer Staples 9.06%
5 Technology 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.07M 3.61%
30,795
+250
2
$3.6M 3.2%
148,605
-4,452
3
$3.18M 2.82%
39,416
-2,067
4
$3.07M 2.72%
96,282
-1,630
5
$3.02M 2.68%
13,880
-387
6
$2.76M 2.45%
1,475
-55
7
$2.73M 2.43%
21,399
-650
8
$2.73M 2.42%
54,499
-758
9
$2.69M 2.39%
57,860
-560
10
$2.69M 2.38%
22,125
-1,352
11
$2.65M 2.35%
47,815
+1,764
12
$2.5M 2.21%
19,281
-168
13
$2.48M 2.2%
22,971
-790
14
$2.45M 2.17%
43,181
-1,266
15
$2.44M 2.17%
45,362
-1,696
16
$2.32M 2.06%
19,368
-941
17
$2.27M 2.02%
81,566
-1,270
18
$2.23M 1.98%
12,835
+41
19
$2.14M 1.9%
17,119
-708
20
$1.95M 1.73%
21,923
+1,722
21
$1.87M 1.66%
12,400
-501
22
$1.77M 1.57%
29,794
-1,139
23
$1.72M 1.52%
26,045
-921
24
$1.67M 1.48%
14,422
+447
25
$1.65M 1.46%
25,974
-1,208
1
2 3