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
$446M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$7.29M
3
+$7.11M
4
BID
Sotheby's
BID
+$5.65M
5
EVR icon
Evercore
EVR
+$4.64M

Top Sells

1
+$9.89M
2
+$9.08M
3
+$7.77M
4
AXL icon
American Axle
AXL
+$7.7M
5
BLOX
Infoblox Inc
BLOX
+$7.44M

Sector Composition

1 Industrials 22.79%
2 Technology 20.66%
3 Healthcare 12.55%
4 Consumer Discretionary 11.78%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.5%
26,356
-452
77
$2.13M 0.48%
25,682
-586
78
$2.12M 0.48%
56,650
-867
79
$2.08M 0.47%
28,376
-28
80
$2.03M 0.46%
17,673
+12,096
81
$1.93M 0.43%
+27,464
82
$1.87M 0.42%
136,012
+56,649
83
$1.85M 0.41%
20,490
-811
84
$1.83M 0.41%
22,621
-44
85
$1.8M 0.4%
+35,631
86
$1.76M 0.4%
12,111
+954
87
$1.72M 0.38%
12,569
+34
88
$1.7M 0.38%
22,290
-540
89
$1.69M 0.38%
15,620
+43
90
$1.67M 0.38%
29,140
+64
91
$1.67M 0.37%
+29,013
92
$1.52M 0.34%
16,733
+43
93
$1.46M 0.33%
56,068
+19,464
94
$1.43M 0.32%
27,002
+99
95
$1.42M 0.32%
25,572
-3,864
96
$1.36M 0.3%
10,445
+40
97
$1.35M 0.3%
18,892
-336
98
$1.27M 0.29%
+16,110
99
$1.24M 0.28%
14,885
+56
100
$1.11M 0.25%
11,484
+44
2 3
4
5 6