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
$438M
AUM Growth
+$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.33%
2 Industrials 16.27%
3 Energy 15.55%
4 Healthcare 15.05%
5 Consumer Discretionary 12.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.59M 0.82%
109,053
-57,918
52
$3.54M 0.81%
99,080
-2,564
53
$3.47M 0.79%
+116,846
54
$3.31M 0.76%
50,044
-22,789
55
$3.28M 0.75%
46,172
+30,760
56
$3.23M 0.74%
43,582
+12,234
57
$3.15M 0.72%
26,978
-674
58
$3.13M 0.72%
116,652
-1,944
59
$2.97M 0.68%
+50,722
60
$2.92M 0.67%
+29,867
61
$2.87M 0.66%
+5,351
62
$2.87M 0.66%
+32,085
63
$2.84M 0.65%
34,218
-777
64
$2.81M 0.64%
+40,231
65
$2.76M 0.63%
+147,220
66
$2.68M 0.61%
33,255
-90
67
$2.66M 0.61%
103,996
-49,544
68
$2.62M 0.6%
15,135
+4,473
69
$2.58M 0.59%
32,509
-485
70
$2.56M 0.58%
+48,975
71
$2.51M 0.57%
23,969
-71
72
$2.51M 0.57%
+113,608
73
$2.27M 0.52%
+9,880
74
$2.26M 0.52%
96,202
+46,844
75
$2.08M 0.47%
19,867
-55