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
$413M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.47M
3
+$8.73M
4
ICLR icon
Icon
ICLR
+$8.16M
5
BLOX
Infoblox Inc
BLOX
+$7.44M

Top Sells

1
+$9.84M
2
+$8.08M
3
+$6.75M
4
SIX
Six Flags Entertainment Corp.
SIX
+$6.74M
5
SWKS icon
Skyworks Solutions
SWKS
+$6.48M

Sector Composition

1 Technology 19.02%
2 Industrials 16.03%
3 Healthcare 14.18%
4 Consumer Discretionary 12.64%
5 Energy 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.71M 0.66%
35,206
+22,537
52
$2.68M 0.65%
37,635
+2,764
53
$2.66M 0.64%
15,522
+876
54
$2.61M 0.63%
143,280
+8,760
55
$2.58M 0.62%
+51,332
56
$2.56M 0.62%
+31,580
57
$2.55M 0.62%
27,496
-1,264
58
$2.46M 0.6%
35,430
-35,295
59
$2.45M 0.59%
76,881
-386
60
$2.44M 0.59%
+64,376
61
$2.39M 0.58%
26,808
+1,838
62
$2.28M 0.55%
+14,757
63
$2.27M 0.55%
29,214
+14,242
64
$2.21M 0.53%
26,268
+2,016
65
$2.2M 0.53%
57,075
-370
66
$2.11M 0.51%
+43,687
67
$2.04M 0.49%
57,517
+3,832
68
$2.01M 0.49%
50,814
+3,227
69
$2M 0.48%
21,301
+10,076
70
$1.99M 0.48%
+28,404
71
$1.96M 0.47%
+16,752
72
$1.88M 0.45%
37,183
+1,446
73
$1.8M 0.43%
+10,800
74
$1.77M 0.43%
21,595
+887
75
$1.75M 0.42%
+22,665
1 2
3
4 5