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
$438M
AUM Growth
+$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12M
3
+$8.63M
4
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$8.49M
5
LCI
Lannett Company, Inc.
LCI
+$8.33M

Top Sells

1
+$10.6M
2
+$10M
3
+$9.4M
4
BITA
Bitauto Holdings Limited
BITA
+$8.76M
5
HPY
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
+$8.58M

Sector Composition

1 Technology 16.33%
2 Industrials 16.27%
3 Energy 15.55%
4 Healthcare 15.05%
5 Consumer Discretionary 12.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.9M 1.35%
+152,921
27
$5.86M 1.34%
634,088
-18,370
28
$5.75M 1.31%
+170,295
29
$5.72M 1.31%
+195,134
30
$5.72M 1.31%
116,512
-19,036
31
$5.71M 1.3%
+301,796
32
$5.66M 1.29%
+152,306
33
$5.64M 1.29%
+68,506
34
$5.36M 1.22%
115,508
-3,521
35
$5.34M 1.22%
+165,745
36
$5.16M 1.18%
+162,698
37
$5.04M 1.15%
+117,265
38
$4.69M 1.07%
69,737
+32,591
39
$4.64M 1.06%
83,478
-24,861
40
$4.64M 1.06%
199,684
-4,828
41
$4.54M 1.04%
163,397
-4,459
42
$4.48M 1.02%
154,784
-3,206
43
$4.46M 1.02%
+100,396
44
$4.35M 0.99%
43,569
+34,221
45
$4.31M 0.99%
+522,483
46
$4.24M 0.97%
87,946
-2,595
47
$4.19M 0.96%
117,718
-98,619
48
$4.14M 0.95%
+38,476
49
$3.73M 0.85%
+16,712
50
$3.59M 0.82%
+24,438
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