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
$378M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.69M
3
+$7.38M
4
AYI icon
Acuity Brands
AYI
+$7.32M
5
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$7.24M

Top Sells

1
+$12.4M
2
+$9.33M
3
+$7.42M
4
TNET icon
TriNet
TNET
+$6.8M
5
STE icon
Steris
STE
+$6.7M

Sector Composition

1 Technology 25.11%
2 Healthcare 18.05%
3 Consumer Discretionary 17.58%
4 Industrials 9.97%
5 Communication Services 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.42M 1.43%
17,843
+6,172
27
$5.16M 1.37%
+92,154
28
$5.16M 1.36%
90,627
-5,433
29
$5M 1.32%
48,035
+18,012
30
$4.96M 1.31%
+137,523
31
$4.94M 1.31%
4,639
-286
32
$4.75M 1.25%
+88,506
33
$4.6M 1.22%
345,900
-101,240
34
$4.54M 1.2%
52,913
-11,119
35
$4.52M 1.19%
88,238
-23,873
36
$4.5M 1.19%
102,963
-6,151
37
$4.34M 1.15%
63,274
+8,942
38
$4.32M 1.14%
+8,476
39
$4.3M 1.14%
+38,041
40
$4.26M 1.13%
60,567
-3,635
41
$4.13M 1.09%
+56,093
42
$4.04M 1.07%
23,630
-136
43
$3.92M 1.04%
+30,753
44
$3.89M 1.03%
49,455
-13,199
45
$3.89M 1.03%
+112,270
46
$3.88M 1.03%
90,564
-5,558
47
$3.83M 1.01%
309,608
-87,576
48
$3.7M 0.98%
32,378
+8,432
49
$3.67M 0.97%
+61,494
50
$3.65M 0.96%
+48,789
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