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
$390M
AUM Growth
+$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$7.68M
3
+$6.41M
4
MTN icon
Vail Resorts
MTN
+$5.96M
5
STE icon
Steris
STE
+$5.72M

Top Sells

1
+$9.55M
2
+$8.89M
3
+$7.47M
4
THC icon
Tenet Healthcare
THC
+$7.24M
5
IDTI
Integrated Device Technology I
IDTI
+$6.62M

Sector Composition

1 Technology 24.46%
2 Consumer Discretionary 14.49%
3 Healthcare 14.21%
4 Industrials 12.66%
5 Real Estate 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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