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
$323M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$6.64M
3
+$4.96M
4
MAS icon
Masco
MAS
+$4.6M
5
UNH icon
UnitedHealth
UNH
+$4.51M

Top Sells

1
+$9.05M
2
+$7M
3
+$5.96M
4
BLKB icon
Blackbaud
BLKB
+$5.59M
5
ADBE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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