ICRM
Insight Capital Research & Management Portfolio holdings
AUM
$177M
1-Year Est. Return
72.01%
This Fund
S&P 500
1 Year Est. Return
+72.01%
AUM
$171M
AUM Growth
-$7.37M
(-4.1%)
Holding
138
Top Buys
| 1 | +$3.96M | |
| 2 | +$3.27M | |
| 3 | +$3.18M | |
| 4 |
Pultegroup
PHM
|
+$2.97M |
| 5 |
UnitedHealth
UNH
|
+$2.8M |
Top Sells
| 1 | +$4.45M | |
| 2 | +$4.41M | |
| 3 | +$4.07M | |
| 4 |
Advanced Micro Devices
AMD
|
+$3.81M |
| 5 |
Ollie's Bargain Outlet
OLLI
|
+$3.72M |
Sector Composition
| 1 | Technology | 26.88% |
| 2 | Consumer Discretionary | 21.41% |
| 3 | Communication Services | 13.89% |
| 4 | Healthcare | 12.61% |
| 5 | Industrials | 6.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Mercury Systems
MRCY
$4.75B
| – | – |
-62,386
|
|
||
127
Nordson
NDSN
$15.7B
| – | – |
-19,019
|
|
||
128
NMI Holdings
NMIH
$3.17B
| – | – |
-175,449
|
|
||
129
Insperity
NSP
$1.52B
| – | – |
-69,148
|
|
||
130
NVIDIA
NVDA
$4.18T
| – | – |
-590,360
|
|
||
|
NXRT
131
NexPoint Residential Trust
NXRT
$768M
| – | – |
-11,055
|
|
||
132
Nexstar Media Group
NXST
$6.61B
| – | – |
-32,628
|
|
||
133
Teradyne
TER
$42.5B
| – | – |
-51,987
|
|
||
134
TTM Technologies
TTMI
$9.57B
| – | – |
-168,119
|
|
||
135
Veeva Systems
VEEV
$30.2B
| – | – |
-34,815
|
|
||
136
WIX.com
WIX
$4.14B
| – | – |
-54,115
|
|
||
|
JBTM
137
JBT Marel
JBTM
$8.47B
| – | – |
-19,074
|
|
||
|
COHR
138
DELISTED
Coherent Inc
COHR
| – | – |
-21,634
|
|