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
$287M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.88M
3
+$4.81M
4
DY icon
Dycom Industries
DY
+$3.89M
5
GIMO
Gigamon Inc.
GIMO
+$3.83M

Top Sells

1
+$9.93M
2
+$7.39M
3
+$6.17M
4
EPAM icon
EPAM Systems
EPAM
+$5.83M
5
CUBE icon
CubeSmart
CUBE
+$5.12M

Sector Composition

1 Technology 17.59%
2 Industrials 17.28%
3 Healthcare 16.68%
4 Consumer Discretionary 12.34%
5 Real Estate 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.85M 0.99%
119,180
-211,920
52
$2.81M 0.98%
+43,342
53
$2.79M 0.97%
72,210
-9,086
54
$2.78M 0.97%
+37,759
55
$2.76M 0.96%
23,320
-3,143
56
$2.71M 0.94%
+45,418
57
$2.66M 0.93%
+56,818
58
$2.64M 0.92%
+17,851
59
$2.62M 0.91%
+148,515
60
$2.6M 0.91%
+62,387
61
$2.56M 0.89%
20,090
-14,031
62
$2.56M 0.89%
67,202
-7,287
63
$2.53M 0.88%
63,319
-154,459
64
$2.52M 0.88%
20,783
-6,126
65
$2.5M 0.87%
+51,766
66
$2.47M 0.86%
37,288
-29,659
67
$2.47M 0.86%
+32,551
68
$2.45M 0.86%
+73,812
69
$2.44M 0.85%
14,728
-2,870
70
$2.41M 0.84%
+93,254
71
$2.4M 0.84%
1,924
-309
72
$2.35M 0.82%
72,109
-16,471
73
$2.31M 0.81%
+25,251
74
$2.29M 0.8%
19,058
-31,939
75
$2.26M 0.79%
24,070
-25,103
1 2
3
4 5