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
$390M
AUM Growth
+$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1 +$7.81M
2 +$7.68M
3 +$6.41M
4
MTN icon
Vail Resorts
MTN
+$5.96M
5
STE icon
Steris
STE
+$5.72M

Top Sells

1 +$9.55M
2 +$8.89M
3 +$7.47M
4
THC icon
Tenet Healthcare
THC
+$7.24M
5
IDTI
Integrated Device Technology I
IDTI
+$6.62M

Sector Composition

1 Technology 24.46%
2 Consumer Discretionary 14.49%
3 Healthcare 14.21%
4 Industrials 12.66%
5 Real Estate 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.28M 0.59%
+26,686
77
$2.23M 0.57%
12,244
-110
78
$2.21M 0.57%
23,481
-39,765
79
$2.17M 0.56%
48,289
-303
80
$2.11M 0.54%
+29,035
81
$2.1M 0.54%
21,252
-2,703
82
$2.04M 0.52%
+31,317
83
$1.98M 0.51%
74,765
-91,330
84
$1.98M 0.51%
12,399
-60
85
$1.96M 0.5%
35,663
-38,655
86
$1.91M 0.49%
29,212
-151
87
$1.73M 0.44%
19,540
-59,477
88
$1.71M 0.44%
18,546
-138
89
$1.7M 0.44%
+104,034
90
$1.68M 0.43%
17,999
-63
91
$1.66M 0.43%
4,896
-7,625
92
$1.37M 0.35%
+172,570
93
$1.36M 0.35%
47,038
-500
94
$1.35M 0.35%
87,280
-920
95
$1.29M 0.33%
+9,079
96
$1.18M 0.3%
7,709
-86
97
$1.13M 0.29%
16,064
-168
98
$1.1M 0.28%
56,006
-337,546
99
$1.08M 0.28%
12,668
-78
100
$1.06M 0.27%
+140,819