ICRM
Insight Capital Research & Management Portfolio holdings
AUM
$177M
This Quarter Return
+18.8%
1 Year Return
+72.01%
3 Year Return
+286.96%
5 Year Return
–
10 Year Return
–
AUM
$225M
AUM Growth
+$225M
(-22%)
Cap. Flow
-$78.9M
Cap. Flow
% of AUM
-35.13%
Top 10 Holdings %
Top 10 Hldgs %
23.41%
Holding
144
New
47
Increased
8
Reduced
37
Closed
49
Top Buys
| 1 |
Axon Enterprise
AXON
|
$5.57M |
| 2 |
MasTec
MTZ
|
$5.17M |
| 3 |
COHR
Coherent Inc
COHR
|
$5.17M |
| 4 |
Veeva Systems
VEEV
|
$4.98M |
| 5 |
Alibaba
BABA
|
$4.07M |
Top Sells
| 1 |
CONE
CyrusOne Inc Common Stock
CONE
|
$7.12M |
| 2 |
CYNO
Cynosure, Inc. Class A
CYNO
|
$5.75M |
| 3 |
Boston Scientific
BSX
|
$5.41M |
| 4 |
Fabrinet
FN
|
$4.81M |
| 5 |
Granite Construction
GVA
|
$4.55M |
Sector Composition
| 1 | Technology | 25.6% |
| 2 | Industrials | 22.86% |
| 3 | Healthcare | 16.54% |
| 4 | Consumer Discretionary | 12.84% |
| 5 | Communication Services | 5.02% |
