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
$400M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$7.61M
3
+$7.42M
4
BURL icon
Burlington
BURL
+$6.66M
5
CTCT
CONSTANT CONTACT, INC COM
CTCT
+$6.17M

Top Sells

1
+$8.76M
2
+$7.86M
3
+$7.81M
4
MU icon
Micron Technology
MU
+$6.73M
5
ENTA icon
Enanta Pharmaceuticals
ENTA
+$6.48M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 15.31%
3 Healthcare 15.3%
4 Industrials 13.69%
5 Real Estate 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.54M 0.89%
112,368
-9,852
52
$3.51M 0.88%
+62,654
53
$3.49M 0.87%
+164,444
54
$3.49M 0.87%
+231,625
55
$3.49M 0.87%
+327,582
56
$3.47M 0.87%
+11,671
57
$3.45M 0.86%
52,749
-327
58
$3.42M 0.86%
+368,870
59
$3.4M 0.85%
76,686
+809
60
$3.37M 0.84%
101,631
-8,576
61
$3.3M 0.83%
+54,332
62
$3.24M 0.81%
+53,478
63
$3.2M 0.8%
+62,277
64
$3.16M 0.79%
38,581
-47,650
65
$3.15M 0.79%
27,713
-218
66
$3.08M 0.77%
18,604
-7,938
67
$3.08M 0.77%
58,390
-422
68
$3.05M 0.76%
+12,203
69
$3.04M 0.76%
+11,870
70
$2.95M 0.74%
30,023
+988
71
$2.89M 0.72%
37,897
-342
72
$2.76M 0.69%
45,264
-3,957
73
$2.71M 0.68%
38,985
-2,055
74
$2.69M 0.67%
23,654
+51
75
$2.64M 0.66%
101,372
-2,720
1 2
3
4 5