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
$331M
AUM Growth
-$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$5.88M
3
+$5.17M
4
QLIK
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
+$5.13M
5
ORLY icon
O'Reilly Automotive
ORLY
+$5.1M

Top Sells

1
+$9.52M
2
+$8.1M
3
+$7.24M
4
BLOX
Infoblox Inc
BLOX
+$7.18M
5
UNH icon
UnitedHealth
UNH
+$6.31M

Sector Composition

1 Consumer Discretionary 23.84%
2 Healthcare 23.55%
3 Technology 16.31%
4 Industrials 8.8%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.75M 1.43%
165,534
-66,846
27
$4.68M 1.42%
46,263
-5,450
28
$4.68M 1.41%
+72,790
29
$4.55M 1.38%
+358,962
30
$4.46M 1.35%
+49,963
31
$4.37M 1.32%
115,397
-22,126
32
$4.34M 1.31%
+168,281
33
$4.32M 1.31%
84,625
-3,613
34
$4.24M 1.28%
+67,513
35
$4.05M 1.23%
437,649
-237,828
36
$4.01M 1.21%
+88,252
37
$3.93M 1.19%
36,348
-1,693
38
$3.93M 1.19%
+46,912
39
$3.84M 1.16%
+120,260
40
$3.82M 1.16%
+51,617
41
$3.8M 1.15%
21,648
-19,016
42
$3.67M 1.11%
+168,948
43
$3.63M 1.1%
+291,559
44
$3.62M 1.1%
58,177
-3,317
45
$3.62M 1.09%
51,929
-528
46
$3.58M 1.08%
+43,594
47
$3.57M 1.08%
57,844
-2,723
48
$3.53M 1.07%
54,393
+296
49
$3.48M 1.05%
48,304
-485
50
$3.48M 1.05%
48,070
-77,427
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