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
101
$1.04M 0.27%
+7,995
102
$1.03M 0.27%
73,604
-5,040
103
$980K 0.25%
+39,539
104
$915K 0.23%
6,661
-76
105
$912K 0.23%
12,599
-80
106
$852K 0.22%
7,668
-49
107
$830K 0.21%
10,635
-49,228
108
$810K 0.21%
+26,333
109
$776K 0.2%
9,693
110
$748K 0.19%
7,548
-244
111
$693K 0.18%
+5,266
112
$689K 0.18%
6,801
-211
113
$620K 0.16%
+7,103
114
$604K 0.16%
44,100
-1,700
115
$550K 0.14%
3,882
-61
116
$549K 0.14%
18,713
-462
117
$537K 0.14%
5,642
-100
118
$524K 0.13%
6,031
-148
119
$397K 0.1%
3,930
120
$335K 0.09%
5,554
121
$277K 0.07%
5,847
-144
122
$204K 0.05%
+2,895
123
-248,383
124
-59,814
125
-114,553