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
$188M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.6M
3
+$2.94M
4
NMIH icon
NMI Holdings
NMIH
+$2.94M
5
PLNT icon
Planet Fitness
PLNT
+$2.87M

Top Sells

1
+$5.84M
2
+$5.57M
3
+$5.38M
4
BABA icon
Alibaba
BABA
+$4.07M
5
COHR
Coherent Inc
COHR
+$3.8M

Sector Composition

1 Technology 28.19%
2 Consumer Discretionary 17.56%
3 Industrials 13.66%
4 Healthcare 9.1%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.83%
+22,243
52
$1.55M 0.83%
+116,842
53
$1.55M 0.82%
+37,524
54
$1.52M 0.81%
+141,241
55
$1.52M 0.81%
+90,488
56
$1.52M 0.81%
39,300
+14,700
57
$1.49M 0.79%
+21,027
58
$1.45M 0.77%
35,633
-84,962
59
$1.38M 0.73%
29,058
-23,990
60
$1.34M 0.71%
+40,061
61
$1.33M 0.71%
+11,934
62
$1.3M 0.69%
+54,362
63
$1.3M 0.69%
+18,877
64
$1.3M 0.69%
+53,333
65
$1.25M 0.67%
+31,795
66
$1.22M 0.65%
8,321
-1,733
67
$1.18M 0.63%
+33,482
68
$1.17M 0.62%
+27,622
69
$1.16M 0.62%
+791
70
$1.14M 0.61%
+97,000
71
$1.13M 0.6%
+6,589
72
$1.09M 0.58%
42,470
-30,168
73
$1.08M 0.57%
9,408
-20,161
74
$1.05M 0.56%
+19,499
75
$1.03M 0.55%
18,456
1 2
3
4 5