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
$188M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.6M
3
+$2.94M
4
NMIH icon
NMI Holdings
NMIH
+$2.94M
5
PLNT icon
Planet Fitness
PLNT
+$2.87M

Top Sells

1
+$5.84M
2
+$5.57M
3
+$5.38M
4
BABA icon
Alibaba
BABA
+$4.07M
5
COHR
Coherent Inc
COHR
+$3.8M

Sector Composition

1 Technology 28.19%
2 Consumer Discretionary 17.56%
3 Industrials 13.66%
4 Healthcare 9.1%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
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