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
$384M
AUM Growth
-$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Sector Composition

1 Technology 21.6%
2 Healthcare 15.33%
3 Consumer Discretionary 13.42%
4 Industrials 9.49%
5 Real Estate 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.52M 0.92%
54,666
+3,944
52
$3.5M 0.91%
32,184
+2,317
53
$3.47M 0.91%
+59,627
54
$3.31M 0.86%
+123,380
55
$3.28M 0.86%
+133,186
56
$3.22M 0.84%
34,576
+2,491
57
$3.21M 0.84%
+369,160
58
$3.21M 0.84%
+133,479
59
$3.2M 0.83%
+33,744
60
$3.07M 0.8%
+24,330
61
$2.96M 0.77%
+73,539
62
$2.94M 0.77%
33,505
+250
63
$2.88M 0.75%
+174,021
64
$2.46M 0.64%
104,844
+848
65
$2.4M 0.63%
+64,278
66
$2.29M 0.6%
25,687
+3,115
67
$2.24M 0.58%
+23,955
68
$2.19M 0.57%
23,849
+206
69
$2.03M 0.53%
12,354
+101
70
$2.03M 0.53%
95,802
-17,806
71
$1.96M 0.51%
9,956
+76
72
$1.92M 0.5%
+2,630
73
$1.86M 0.48%
48,592
+390
74
$1.85M 0.48%
18,684
-8,294
75
$1.77M 0.46%
+30,920