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
$114M
AUM Growth
-$599K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$699K
3
+$420K
4
FANG icon
Diamondback Energy
FANG
+$278K
5
WFC icon
Wells Fargo
WFC
+$207K

Top Sells

1
+$2.77M
2
+$1.37M
3
+$941K
4
UBS icon
UBS Group
UBS
+$96K
5
CHE icon
Chemed
CHE
+$92.3K

Sector Composition

1 Technology 17.34%
2 Financials 17.2%
3 Healthcare 13.62%
4 Industrials 13.19%
5 Consumer Discretionary 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.53M 3.08%
12,985
-191
2
$3.38M 2.95%
60,372
-996
3
$3.2M 2.8%
23,042
-297
4
$2.98M 2.61%
48,880
-660
5
$2.82M 2.47%
96,765
-1,729
6
$2.77M 2.42%
40,259
-577
7
$2.71M 2.36%
+20,372
8
$2.68M 2.34%
15,844
-47
9
$2.67M 2.33%
1,359
-16
10
$2.48M 2.17%
54,660
-1,100
11
$2.41M 2.11%
18,639
-49
12
$2.38M 2.08%
32,409
-750
13
$2.32M 2.03%
5,553
-221
14
$2.24M 1.96%
12,595
-168
15
$2.24M 1.96%
20,644
-380
16
$2.21M 1.93%
49,112
-406
17
$2.09M 1.83%
8,613
-177
18
$2.08M 1.82%
17,687
-190
19
$2.04M 1.78%
36,054
-396
20
$1.93M 1.68%
13,242
+20
21
$1.89M 1.65%
16,523
-20
22
$1.86M 1.63%
8,030
-90
23
$1.84M 1.61%
13,455
-226
24
$1.84M 1.61%
8,986
-104
25
$1.67M 1.46%
17,801
-248
1
2 3