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
$115M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.09M
3
+$1M
4
TM icon
Toyota
TM
+$785K
5
STI
SunTrust Banks, Inc.
STI
+$93.4K

Top Sells

1
+$1.09M
2
+$1.03M
3
+$1.01M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$688K
5
MSFT icon
Microsoft
MSFT
+$516K

Sector Composition

1 Financials 17.27%
2 Technology 14.51%
3 Healthcare 13.5%
4 Industrials 12.81%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.48M 3.03%
13,176
-3,883
2
$3.13M 2.72%
23,339
-3,852
3
$3.04M 2.64%
61,368
+36
4
$2.86M 2.48%
98,494
-613
5
$2.77M 2.41%
15,891
-2,655
6
$2.77M 2.41%
22,608
-1,791
7
$2.68M 2.33%
49,540
-740
8
$2.6M 2.26%
18,688
+207
9
$2.58M 2.24%
1,375
+13
10
$2.57M 2.23%
40,836
+1,486
11
$2.52M 2.19%
8,790
-235
12
$2.46M 2.14%
12,763
-64
13
$2.22M 1.93%
28,967
-314
14
$2.17M 1.89%
13,222
+106
15
$2.09M 1.82%
49,518
+313
16
$2.08M 1.81%
5,774
-113
17
$2.05M 1.78%
21,024
-120
18
$2.04M 1.77%
33,159
+129
19
$2M 1.74%
17,877
+229
20
$2M 1.74%
55,760
-340
21
$1.98M 1.72%
48,270
-388
22
$1.81M 1.58%
36,450
-7,002
23
$1.79M 1.56%
13,681
-258
24
$1.78M 1.54%
16,543
-95
25
$1.77M 1.54%
9,090
+95
1
2 3