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
$378M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.69M
3
+$7.38M
4
AYI icon
Acuity Brands
AYI
+$7.32M
5
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$7.24M

Top Sells

1
+$12.4M
2
+$9.33M
3
+$7.42M
4
TNET icon
TriNet
TNET
+$6.8M
5
STE icon
Steris
STE
+$6.7M

Sector Composition

1 Technology 25.11%
2 Healthcare 18.05%
3 Consumer Discretionary 17.58%
4 Industrials 9.97%
5 Communication Services 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-12,203
152
– –
-92,506
153
– –
-174,261
3 4 5 6
7