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
$384M
AUM Growth
-$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Sector Composition

1 Technology 21.6%
2 Healthcare 15.33%
3 Consumer Discretionary 13.42%
4 Industrials 9.49%
5 Real Estate 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$687K 0.18%
7,792
-17
102
$672K 0.18%
7,012
-13
103
$620K 0.16%
19,175
-36
104
$611K 0.16%
45,800
-100
105
$522K 0.14%
+18,419
106
$510K 0.13%
5,742
+39
107
$501K 0.13%
6,179
-12
108
$494K 0.13%
3,943
+28
109
$358K 0.09%
+3,930
110
$310K 0.08%
+5,554
111
$288K 0.08%
4,330
112
$282K 0.07%
5,991
-5
113
$271K 0.07%
5,354
-38
114
$249K 0.06%
2,612
115
-117,265
116
-152,921
117
-233,651
118
-145,256
119
-5,351
120
-13,498
121
-3,561
122
-151,094
123
-116,512
124
-120,423
125
-22,340