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
$446M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$7.29M
3
+$7.11M
4
BID
Sotheby's
BID
+$5.65M
5
EVR icon
Evercore
EVR
+$4.64M

Top Sells

1
+$9.89M
2
+$9.08M
3
+$7.77M
4
AXL icon
American Axle
AXL
+$7.7M
5
BLOX
Infoblox Inc
BLOX
+$7.44M

Sector Composition

1 Industrials 22.79%
2 Technology 20.66%
3 Healthcare 12.55%
4 Consumer Discretionary 11.78%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.65M 0.82%
81,458
-220,791
52
$3.62M 0.81%
+23,619
53
$3.41M 0.76%
60,300
-467
54
$3.28M 0.73%
177,550
-6,210
55
$3.26M 0.73%
+194,493
56
$3.25M 0.73%
+64,396
57
$3.19M 0.71%
16,412
+5,612
58
$3.13M 0.7%
76,161
-720
59
$3.08M 0.69%
41,439
+6,009
60
$2.96M 0.66%
36,405
+1,199
61
$2.87M 0.64%
114,775
-14,882
62
$2.86M 0.64%
+3,474
63
$2.79M 0.62%
24,425
-35
64
$2.79M 0.62%
139,720
-3,560
65
$2.74M 0.61%
33,302
+4,088
66
$2.65M 0.59%
+46,437
67
$2.63M 0.59%
31,256
+19,665
68
$2.63M 0.59%
41,599
-10,974
69
$2.6M 0.58%
14,504
-1,018
70
$2.59M 0.58%
18,728
+1,976
71
$2.46M 0.55%
14,668
-89
72
$2.38M 0.53%
25,945
-1,551
73
$2.37M 0.53%
+31,088
74
$2.36M 0.53%
21,123
+8,210
75
$2.34M 0.52%
43,579
-108
1 2
3
4 5