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
$323M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$6.64M
3
+$4.96M
4
MAS icon
Masco
MAS
+$4.6M
5
UNH icon
UnitedHealth
UNH
+$4.51M

Top Sells

1
+$9.05M
2
+$7M
3
+$5.96M
4
BLKB icon
Blackbaud
BLKB
+$5.59M
5
ADBE icon
Adobe
ADBE
+$5.1M

Sector Composition

1 Technology 22.13%
2 Consumer Discretionary 17.7%
3 Healthcare 15.09%
4 Industrials 14.95%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.53M 1.4%
68,040
-2,638
27
$4.51M 1.4%
+35,013
28
$4.34M 1.34%
66,947
-4,100
29
$4.21M 1.3%
+49,173
30
$4.2M 1.3%
405,310
-22,525
31
$4.1M 1.27%
+17,846
32
$4.01M 1.24%
+34,713
33
$3.86M 1.19%
+41,986
34
$3.76M 1.16%
49,159
-2,002
35
$3.75M 1.16%
50,271
-2,787
36
$3.72M 1.15%
+66,195
37
$3.64M 1.13%
+44,191
38
$3.62M 1.12%
125,209
-670
39
$3.62M 1.12%
+50,886
40
$3.54M 1.1%
+57,151
41
$3.52M 1.09%
47,548
-2,854
42
$3.52M 1.09%
50,238
-3,500
43
$3.49M 1.08%
26,131
-1,870
44
$3.39M 1.05%
78,770
-5,590
45
$3.26M 1.01%
+26,463
46
$3.22M 1%
+78,559
47
$3.2M 0.99%
23,745
-1,388
48
$3.19M 0.99%
+81,296
49
$3.15M 0.97%
42,634
-20,900
50
$3.12M 0.97%
+201,730
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