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
$385M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$12.4M
3 +$11.9M
4
HPY
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
+$9.41M
5
VC icon
Visteon
VC
+$8.56M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.75%
2 Technology 15.17%
3 Healthcare 14.5%
4 Consumer Discretionary 11.65%
5 Communication Services 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$231K 0.06%
+7,178
177
$228K 0.06%
+6,841
178
$224K 0.06%
+2,000
179
$220K 0.06%
+2,125