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
$128M
AUM Growth
+$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.75M
3
+$1.59M
4
UGP icon
Ultrapar
UGP
+$1.27M
5
TSM icon
TSMC
TSM
+$875K

Top Sells

1
+$1.61M
2
+$1.49M
3
+$1.32M
4
SPB icon
Spectrum Brands
SPB
+$862K
5
MMM icon
3M
MMM
+$307K

Sector Composition

1 Financials 16.56%
2 Industrials 11.95%
3 Healthcare 10.38%
4 Technology 10.03%
5 Communication Services 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.31M 3.37%
146,082
-2,993
2
$3.6M 2.81%
42,999
-981
3
$3.51M 2.75%
14,074
-54
4
$3.48M 2.73%
101,413
+393
5
$3.47M 2.71%
22,906
-222
6
$3.23M 2.53%
21,981
+184
7
$3.08M 2.41%
58,540
-20
8
$2.97M 2.32%
21,249
+255
9
$2.86M 2.24%
47,208
+174
10
$2.85M 2.23%
44,129
+233
11
$2.68M 2.1%
23,311
+119
12
$2.64M 2.06%
1,517
+11
13
$2.62M 2.05%
55,421
+376
14
$2.58M 2.02%
30,135
+18,611
15
$2.26M 1.77%
79,291
-2,907
16
$2.25M 1.76%
12,748
+111
17
$2.21M 1.73%
50,391
-105
18
$2.17M 1.7%
11,014
-1,560
19
$1.99M 1.55%
26,992
+50
20
$1.98M 1.55%
18,463
-18
21
$1.93M 1.51%
28,604
+777
22
$1.88M 1.47%
9,737
+11
23
$1.85M 1.45%
22,899
+1,387
24
$1.84M 1.44%
+20,085
25
$1.84M 1.44%
57,753
+498
1
2 3