ICRM
Insight Capital Research & Management Portfolio holdings
AUM
$177M
This Quarter Return
+5.49%
1 Year Return
+72.01%
3 Year Return
+286.96%
5 Year Return
–
10 Year Return
–
AUM
$323M
AUM Growth
+$323M
(-6%)
Cap. Flow
-$19.7M
Cap. Flow
% of AUM
-6.09%
Top 10 Holdings %
Top 10 Hldgs %
22.91%
Holding
123
New
30
Increased
18
Reduced
45
Closed
29
Top Buys
| 1 |
Granite Construction
GVA
|
$6.9M |
| 2 |
CONE
CyrusOne Inc Common Stock
CONE
|
$6.64M |
| 3 |
Tapestry
TPR
|
$4.96M |
| 4 |
Masco
MAS
|
$4.6M |
| 5 |
UnitedHealth
UNH
|
$4.51M |
Top Sells
| 1 |
OA
Orbital ATK, Inc.
OA
|
$9.05M |
| 2 |
NTUS
Natus Medical Inc
NTUS
|
$7M |
| 3 |
Extra Space Storage
EXR
|
$5.96M |
| 4 |
Blackbaud
BLKB
|
$5.59M |
| 5 |
Adobe
ADBE
|
$5.1M |
Sector Composition
| 1 | Technology | 22.13% |
| 2 | Consumer Discretionary | 17.7% |
| 3 | Healthcare | 15.09% |
| 4 | Industrials | 14.95% |
| 5 | Communication Services | 8.14% |
