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
$390M
AUM Growth
+$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$7.68M
3
+$6.41M
4
MTN icon
Vail Resorts
MTN
+$5.96M
5
STE icon
Steris
STE
+$5.72M

Top Sells

1
+$9.55M
2
+$8.89M
3
+$7.47M
4
THC icon
Tenet Healthcare
THC
+$7.24M
5
IDTI
Integrated Device Technology I
IDTI
+$6.62M

Sector Composition

1 Technology 24.46%
2 Consumer Discretionary 14.49%
3 Healthcare 14.21%
4 Industrials 12.66%
5 Real Estate 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.84M 1.24%
5,208
+2,578
27
$4.61M 1.18%
+26,542
28
$4.59M 1.18%
41,488
-730
29
$4.54M 1.16%
38,069
-389
30
$4.53M 1.16%
91,018
-4,184
31
$4.52M 1.16%
+104,479
32
$4.46M 1.15%
+220,938
33
$4.45M 1.14%
442,190
+73,030
34
$4.44M 1.14%
+121,386
35
$4.27M 1.1%
+136,389
36
$4.23M 1.09%
153,606
+20,127
37
$4.16M 1.07%
+114,971
38
$4.09M 1.05%
+48,293
39
$3.77M 0.97%
+1,080,180
40
$3.76M 0.97%
+49,532
41
$3.71M 0.95%
33,177
-567
42
$3.63M 0.93%
+122,220
43
$3.59M 0.92%
23,951
-379
44
$3.58M 0.92%
66,713
-8,361
45
$3.49M 0.9%
+170,700
46
$3.48M 0.89%
53,076
+34,740
47
$3.47M 0.89%
228,840
-221,484
48
$3.47M 0.89%
93,186
-93,252
49
$3.44M 0.88%
+68,082
50
$3.39M 0.87%
121,448
-1,932
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