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
$323M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$6.64M
3
+$4.96M
4
MAS icon
Masco
MAS
+$4.6M
5
UNH icon
UnitedHealth
UNH
+$4.51M

Top Sells

1
+$9.05M
2
+$7M
3
+$5.96M
4
BLKB icon
Blackbaud
BLKB
+$5.59M
5
ADBE icon
Adobe
ADBE
+$5.1M

Sector Composition

1 Technology 22.13%
2 Consumer Discretionary 17.7%
3 Healthcare 15.09%
4 Industrials 14.95%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.09M 0.96%
70,136
+180
52
$3.07M 0.95%
74,489
-5,289
53
$3.01M 0.93%
32,131
-54,417
54
$3M 0.93%
100,900
-136,260
55
$2.98M 0.92%
30,047
-1,437
56
$2.97M 0.92%
73,011
-195
57
$2.91M 0.9%
+26,909
58
$2.88M 0.89%
2,233
-209
59
$2.85M 0.88%
26,823
-39,993
60
$2.81M 0.87%
88,580
-778
61
$2.74M 0.85%
65,230
+239
62
$2.73M 0.85%
+81,042
63
$2.71M 0.84%
+12,226
64
$2.67M 0.83%
146,355
-162,840
65
$2.66M 0.82%
17,598
-74
66
$2.59M 0.8%
55,765
+487
67
$2.54M 0.79%
24,477
+148
68
$2.46M 0.76%
+119,718
69
$2.29M 0.71%
22,371
+175
70
$2.26M 0.7%
47,679
-2,711
71
$2.25M 0.7%
+21,093
72
$2.18M 0.68%
+13,401
73
$2.14M 0.66%
+39,636
74
$2.08M 0.64%
+23,685
75
$1.9M 0.59%
30,958
+86
1 2
3
4 5