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
76
$2.26M 0.79%
9,123
-12,967
77
$2.21M 0.77%
+47,645
78
$2.15M 0.75%
47,320
-8,445
79
$2.06M 0.72%
18,601
-2,492
80
$2.03M 0.71%
19,127
-3,244
81
$2M 0.7%
128,940
-72,790
82
$2M 0.7%
21,263
-2,422
83
$1.91M 0.67%
34,243
-5,393
84
$1.78M 0.62%
+32,757
85
$1.53M 0.53%
+6,902
86
$1.46M 0.51%
+15,467
87
$1.45M 0.5%
25,306
-57,897
88
$1.37M 0.48%
23,615
-2,705
89
$1.35M 0.47%
38,940
-6,040
90
$1.32M 0.46%
7,941
-879
91
$838K 0.29%
5,720
-963
92
$817K 0.28%
+20,000
93
$603K 0.21%
7,508
+81
94
$507K 0.18%
+38,252
95
$263K 0.09%
1,915
96
$261K 0.09%
3,045
97
$251K 0.09%
4,253
98
– –
-16,291
99
– –
-34,713
100
– –
-32,131
2 3
4
5 6