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
$400M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$7.61M
3
+$7.42M
4
BURL icon
Burlington
BURL
+$6.66M
5
CTCT
CONSTANT CONTACT, INC COM
CTCT
+$6.17M

Top Sells

1
+$8.76M
2
+$7.86M
3
+$7.81M
4
MU icon
Micron Technology
MU
+$6.73M
5
ENTA icon
Enanta Pharmaceuticals
ENTA
+$6.48M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 15.31%
3 Healthcare 15.3%
4 Industrials 13.69%
5 Real Estate 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.05M 1.26%
+25,006
27
$5.04M 1.26%
4,925
-283
28
$5.02M 1.26%
+134,639
29
$4.9M 1.23%
113,408
-6,328
30
$4.79M 1.2%
135,570
-106,246
31
$4.63M 1.16%
49,995
+1,702
32
$4.55M 1.14%
96,060
-8,419
33
$4.52M 1.13%
185,748
+15,048
34
$4.48M 1.12%
96,122
+36,099
35
$4.43M 1.11%
+95,235
36
$4.39M 1.1%
140,224
-9,198
37
$4.3M 1.08%
+19,007
38
$4.23M 1.06%
36,114
-5,374
39
$4.17M 1.04%
173,832
-89,733
40
$4.06M 1.02%
37,478
-591
41
$4.06M 1.01%
121,064
-384
42
$4.05M 1.01%
23,766
-185
43
$4.03M 1.01%
49,091
-441
44
$3.81M 0.95%
+32,214
45
$3.79M 0.95%
32,900
-277
46
$3.67M 0.92%
63,357
-3,356
47
$3.66M 0.92%
+45,952
48
$3.62M 0.9%
64,202
-3,880
49
$3.61M 0.9%
34,963
+10,428
50
$3.6M 0.9%
+104,575
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