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
$530M
AUM Growth
-$5.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.48M
3
+$6.42M
4
NVDA icon
NVIDIA
NVDA
+$2.41M
5
NVS icon
Novartis
NVS
+$2.41M

Top Sells

1
+$6.05M
2
+$4.01M
3
+$3.19M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.95M
5
CL icon
Colgate-Palmolive
CL
+$2.64M

Sector Composition

1 Technology 11.88%
2 Consumer Discretionary 8.24%
3 Financials 7.56%
4 Healthcare 7.03%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.6M 5.96%
325,545
-32,812
2
$26.7M 5.03%
953,878
-26,222
3
$25.6M 4.82%
239,935
-4,985
4
$18.8M 3.54%
250,631
-39,454
5
$16.8M 3.17%
30,697
+6
6
$14.5M 2.73%
305,544
-2,518
7
$12.7M 2.4%
60,371
-4,797
8
$9.25M 1.75%
101,490
+2,855
9
$9.15M 1.73%
62,762
+1,599
10
$9.14M 1.72%
178,222
+2,159
11
$8.67M 1.64%
19,400
-992
12
$8.62M 1.63%
47,303
-4,029
13
$8.51M 1.61%
239,151
-3,855
14
$8.06M 1.52%
105,197
+87,050
15
$7.76M 1.46%
17,445
-124
16
$7.46M 1.41%
14,787
-184
17
$7.36M 1.39%
108,908
-1,154
18
$6.87M 1.3%
33,973
-2,012
19
$6.85M 1.29%
1,728
-77
20
$6.58M 1.24%
17,253
-583
21
$6.48M 1.22%
+142,735
22
$6.42M 1.21%
+72,544
23
$6.39M 1.21%
215,089
+1,909
24
$6.32M 1.19%
44,275
-1,129
25
$6.27M 1.18%
50,718
+19,498
1
2 3 4 5