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
$123M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.45M
3
+$1.03M
4
CLS icon
Celestica
CLS
+$307K
5
GSK icon
GSK
GSK
+$140K

Top Sells

1
+$2.26M
2
+$1.4M
3
+$854K
4
BML.PRH
Bank of America Depository Shares Series 2
BML.PRH
+$284K
5
MMM icon
3M
MMM
+$78.6K

Sector Composition

1 Financials 17.42%
2 Industrials 13.14%
3 Healthcare 11.15%
4 Technology 10.61%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.39M 3.58%
146,309
+227
2
$4M 3.26%
22,822
-84
3
$3.48M 2.84%
103,482
+2,069
4
$3.39M 2.76%
14,118
+44
5
$3.27M 2.67%
43,842
+843
6
$3.2M 2.61%
1,539
+22
7
$3.07M 2.5%
22,157
+176
8
$3.03M 2.47%
58,480
-60
9
$3.03M 2.47%
44,512
+383
10
$2.91M 2.37%
69,468
+44,300
11
$2.79M 2.28%
30,609
+474
12
$2.76M 2.25%
21,514
+265
13
$2.57M 2.09%
56,177
+756
14
$2.49M 2.03%
47,591
+383
15
$2.47M 2.01%
50,340
-51
16
$2.46M 2%
23,711
+400
17
$2.25M 1.83%
27,357
+365
18
$2.07M 1.69%
12,980
+232
19
$2M 1.63%
17,909
+36
20
$1.96M 1.6%
9,840
+103
21
$1.94M 1.58%
10,586
-428
22
$1.92M 1.56%
29,611
+1,007
23
$1.88M 1.53%
23,368
+469
24
$1.87M 1.52%
6,849
-19
25
$1.77M 1.44%
18,671
+208
1
2 3