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
$331M
AUM Growth
-$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$5.88M
3
+$5.17M
4
QLIK
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
+$5.13M
5
ORLY icon
O'Reilly Automotive
ORLY
+$5.1M

Top Sells

1
+$9.52M
2
+$8.1M
3
+$7.24M
4
BLOX
Infoblox Inc
BLOX
+$7.18M
5
UNH icon
UnitedHealth
UNH
+$6.31M

Sector Composition

1 Consumer Discretionary 23.84%
2 Healthcare 23.55%
3 Technology 16.31%
4 Industrials 8.8%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.48M 1.05%
+71,629
52
$3.47M 1.05%
+54,896
53
$3.47M 1.05%
51,177
-48,158
54
$3.27M 0.99%
31,985
-393
55
$3.19M 0.97%
169,824
-9,570
56
$3.04M 0.92%
25,672
-1,433
57
$2.97M 0.9%
+101,030
58
$2.86M 0.86%
37,188
+34,428
59
$2.85M 0.86%
+2,306
60
$2.78M 0.84%
+39,899
61
$2.72M 0.82%
23,545
+1
62
$2.56M 0.78%
53,548
-5,232
63
$2.45M 0.74%
+34,102
64
$2.44M 0.74%
13,430
-17,372
65
$2.36M 0.71%
24,507
-10,264
66
$2.31M 0.7%
+23,528
67
$2.29M 0.69%
20,960
-9,793
68
$2.25M 0.68%
+56,078
69
$2.11M 0.64%
22,364
-47
70
$1.94M 0.59%
+14,507
71
$1.91M 0.58%
+31,088
72
$1.83M 0.55%
12,683
-5,738
73
$1.82M 0.55%
11,148
+1
74
$1.79M 0.54%
18,857
75
$1.74M 0.53%
48,112
+6
1 2
3
4 5