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
101
$1.08M 0.24%
22,500
+100
102
$934K 0.21%
15,137
+54
103
$905K 0.2%
+123,871
104
$871K 0.2%
33,219
-21,975
105
$845K 0.19%
16,058
-882
106
$838K 0.19%
12,853
+49
107
$804K 0.18%
+51,015
108
$800K 0.18%
37,388
-2,196
109
$798K 0.18%
34,571
+129
110
$786K 0.18%
+18,102
111
$779K 0.17%
4,233
+17
112
$775K 0.17%
3,694
-323
113
$757K 0.17%
7,207
+28
114
$749K 0.17%
8,914
-8,758
115
$744K 0.17%
22,794
-44
116
$740K 0.17%
6,314
+24
117
$651K 0.15%
9,452
-5,480
118
$650K 0.15%
15,781
-819
119
$599K 0.13%
20,601
-1,371
120
$578K 0.13%
11,740
-1,212
121
$540K 0.12%
50,700
-71,050
122
$516K 0.12%
7,353
123
$503K 0.11%
6,811
-418
124
$494K 0.11%
6,650
-428
125
$458K 0.1%
5,259
3 4
5
6 7