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
$287M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.88M
3
+$4.81M
4
DY icon
Dycom Industries
DY
+$3.89M
5
GIMO
Gigamon Inc.
GIMO
+$3.83M

Top Sells

1
+$9.93M
2
+$7.39M
3
+$6.17M
4
EPAM icon
EPAM Systems
EPAM
+$5.83M
5
CUBE icon
CubeSmart
CUBE
+$5.12M

Sector Composition

1 Technology 17.59%
2 Industrials 17.28%
3 Healthcare 16.68%
4 Consumer Discretionary 12.34%
5 Real Estate 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 1.22%
+30,721
27
$3.43M 1.2%
+28,629
28
$3.27M 1.14%
63,226
-6,910
29
$3.23M 1.13%
43,557
-5,602
30
$3.19M 1.11%
+37,578
31
$3.18M 1.11%
+51,965
32
$3.18M 1.11%
+52,207
33
$3.15M 1.1%
+131,847
34
$3.13M 1.09%
45,598
-5,288
35
$3.13M 1.09%
70,994
-7,776
36
$3.09M 1.08%
60,327
-26,489
37
$3.05M 1.06%
45,775
-20,420
38
$3.03M 1.06%
38,139
-4,495
39
$3.02M 1.05%
+143,830
40
$3.02M 1.05%
+84,368
41
$2.99M 1.04%
+7,723
42
$2.97M 1.04%
+83,364
43
$2.96M 1.03%
+259,048
44
$2.93M 1.02%
+91,400
45
$2.92M 1.02%
73,094
-7,948
46
$2.9M 1.01%
+137,474
47
$2.89M 1.01%
+53,206
48
$2.88M 1%
61,525
-63,745
49
$2.87M 1%
+87,982
50
$2.87M 1%
+37,186
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