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
$378M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.69M
3
+$7.38M
4
AYI icon
Acuity Brands
AYI
+$7.32M
5
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$7.24M

Top Sells

1
+$12.4M
2
+$9.33M
3
+$7.42M
4
TNET icon
TriNet
TNET
+$6.8M
5
STE icon
Steris
STE
+$6.7M

Sector Composition

1 Technology 25.11%
2 Healthcare 18.05%
3 Consumer Discretionary 17.58%
4 Industrials 9.97%
5 Communication Services 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.65M 0.96%
34,771
-192
52
$3.58M 0.95%
+45,644
53
$3.52M 0.93%
52,457
-292
54
$3.35M 0.89%
+27,105
55
$3.29M 0.87%
14,618
-4,389
56
$3.27M 0.86%
+179,394
57
$3.24M 0.86%
+73,675
58
$3.23M 0.85%
+61,232
59
$3.14M 0.83%
18,421
-183
60
$3.05M 0.81%
+46,123
61
$2.99M 0.79%
58,780
-3,497
62
$2.97M 0.78%
+54,097
63
$2.97M 0.78%
98,642
-5,933
64
$2.63M 0.7%
33,354
-39,211
65
$2.62M 0.69%
23,544
-110
66
$2.55M 0.68%
69,786
-104,046
67
$2.53M 0.67%
+11,382
68
$2.37M 0.63%
24,148
-51,676
69
$2.36M 0.62%
5,840
-6,741
70
$2.33M 0.61%
26,595
-114
71
$2.31M 0.61%
+22,149
72
$2.25M 0.6%
19,523
-30,472
73
$2.23M 0.59%
+20,042
74
$2.09M 0.55%
22,411
+518
75
$2M 0.53%
18,857
-8,856
1 2
3
4 5