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
$446M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$7.29M
3
+$7.11M
4
BID
Sotheby's
BID
+$5.65M
5
EVR icon
Evercore
EVR
+$4.64M

Top Sells

1
+$9.89M
2
+$9.08M
3
+$7.77M
4
AXL icon
American Axle
AXL
+$7.7M
5
BLOX
Infoblox Inc
BLOX
+$7.44M

Sector Composition

1 Industrials 22.79%
2 Technology 20.66%
3 Healthcare 12.55%
4 Consumer Discretionary 11.78%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$428K 0.1%
3,596
127
$407K 0.09%
1,879
-1,158
128
$404K 0.09%
1,863
-206
129
$395K 0.09%
6,830
130
$365K 0.08%
12,902
-1,430
131
$363K 0.08%
17,355
-1,286
132
$348K 0.08%
6,536
-428
133
$297K 0.07%
6,548
-612
134
$283K 0.06%
6,026
-390
135
$282K 0.06%
6,439
-424
136
$253K 0.06%
2,630
-31
137
$237K 0.05%
2,000
138
$218K 0.05%
2,872
-81
139
$208K 0.05%
5,550
-4
140
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141
– –
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142
– –
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143
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144
– –
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145
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-5,578
146
– –
-100
147
– –
-14,608
148
– –
-21,595
149
– –
-6,068
150
– –
-54,064
4 5
6
7 8