ICRM

Insight Capital Research & Management Portfolio holdings

AUM $177M
1-Year Est. Return 72.01%
This Quarter Est. Return
1 Year Est. Return
+72.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$7.29M
3
+$7.11M
4
BID
Sotheby's
BID
+$5.65M
5
EVR icon
Evercore
EVR
+$4.64M

Top Sells

1
+$9.89M
2
+$9.08M
3
+$7.77M
4
AXL icon
American Axle
AXL
+$7.7M
5
BLOX
Infoblox Inc
BLOX
+$7.44M

Sector Composition

1 Industrials 22.79%
2 Technology 20.66%
3 Healthcare 12.55%
4 Consumer Discretionary 11.78%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.89M 1.32%
46,533
-71,744
27
$5.35M 1.2%
526,660
-69,994
28
$5.3M 1.19%
36,022
+267
29
$5.01M 1.12%
61,169
+29,589
30
$4.78M 1.07%
27,395
-3,168
31
$4.7M 1.05%
56,310
-1,100
32
$4.64M 1.04%
+77,701
33
$4.62M 1.04%
+102,620
34
$4.47M 1%
+93,364
35
$4.46M 1%
+149,520
36
$4.42M 0.99%
+225,604
37
$4.41M 0.99%
+68,830
38
$4.34M 0.97%
182,703
-47,183
39
$4.28M 0.96%
56,700
-1,560
40
$4.26M 0.95%
130,089
-1,210
41
$4.24M 0.95%
+142,267
42
$4.24M 0.95%
180,143
+6,657
43
$4.23M 0.95%
81,730
-796
44
$4.23M 0.95%
35,118
-4,759
45
$4.19M 0.94%
103,046
-782
46
$4.17M 0.93%
174,632
-2,657
47
$4.14M 0.93%
148,394
-4,256
48
$4.14M 0.93%
+91,082
49
$3.78M 0.85%
+426,956
50
$3.65M 0.82%
57,885
+4,592
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