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ICRM

Insight Capital Research & Management Portfolio holdings

AUM $177M
1-Year Est. Return 72%
This Fund
S&P 500
This Quarter Est. Return
+8.26%
1 Year Est. Return
+72%
3 Year Est. Return
+286.87%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$385M
AUM Growth
–
Cap. Flow
+$381M
Cap. Flow %
98.76%
Top 10 Hldgs %
22.89%
Holding
179
New
179
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SUNE
SUNEDISON, INC COM
SUNE
+$13.3M
2
KERX
Keryx Biopharmaceuticals Inc
KERX
+$12.5M
3
MTG icon
MGIC Investment
MTG
+$11.6M
4
HPY
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
+$8.21M
5
VC icon
Visteon
VC
+$8.19M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 19.75%
2 Technology 15.17%
3 Healthcare 14.5%
4 Consumer Discretionary 11.65%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LAZ icon
176
Lazard
LAZ
$4.22B
$231K 0.06%
+7,178
New +$240K
MSCI icon
177
MSCI
MSCI
$41.2B
$228K 0.06%
+6,841
New +$231K
BRK.B icon
178
Berkshire Hathaway Class B
BRK.B
$1.13T
$224K 0.06%
+2,000
New +$220K
FRT icon
179
Federal Realty Investment Trust
FRT
$10.2B
$220K 0.06%
+2,125
New +$235K
4 5 6 7
8

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OW
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QI
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TGCM
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Insight Capital Research & Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Insight Capital Research & Management, which disclosed 179 positions worth $385M. Its ten largest holdings account for 23% of the portfolio.

Its largest position is SUNEDISON, INC COM: 1,637,207 shares worth $13.4M.

By sector, the portfolio is most concentrated in Industrials at 20% of assets, followed by Technology and Healthcare.

  • Insight Capital Research & Management's largest Q2 2013 buy was SUNEDISON, INC COM: 1,637,207 shares worth $13.4M.
  • Insight Capital Research & Management's ten largest holdings make up 23% of its $385M portfolio in Q2 2013.
  • Insight Capital Research & Management disclosed 179 positions in Q2 2013, its first 13F filing on record.

Based on Insight Capital Research & Management's 13F filing for Q2 2013, filed 7 Aug 2013.