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
$438M
AUM Growth
+$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.33%
2 Industrials 16.27%
3 Energy 15.55%
4 Healthcare 15.05%
5 Consumer Discretionary 12.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$689K 0.16%
6,307
-55,114
102
$662K 0.15%
+87,462
103
$646K 0.15%
+7,809
104
$622K 0.14%
19,211
-337
105
$544K 0.12%
45,900
-2,050
106
$530K 0.12%
7,989
-34
107
$511K 0.12%
6,191
-102
108
$505K 0.12%
5,703
-24
109
$451K 0.1%
3,915
-17
110
$413K 0.09%
12,354
-300
111
$407K 0.09%
6,100
-106
112
$278K 0.06%
5,392
-547
113
$275K 0.06%
5,996
-110
114
$274K 0.06%
2,612
115
$260K 0.06%
+4,330
116
$246K 0.06%
+4,269
117
$212K 0.05%
+3,534
118
$199K 0.05%
13,100
-1,130
119
-114,725
120
-47,210
121
-1,825
122
-147,280
123
-11,609
124
-149,851
125
-814,930