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
$413M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.47M
3
+$8.73M
4
ICLR icon
Icon
ICLR
+$8.16M
5
BLOX
Infoblox Inc
BLOX
+$7.44M

Top Sells

1
+$9.84M
2
+$8.08M
3
+$6.75M
4
SIX
Six Flags Entertainment Corp.
SIX
+$6.74M
5
SWKS icon
Skyworks Solutions
SWKS
+$6.48M

Sector Composition

1 Technology 19.02%
2 Industrials 16.03%
3 Healthcare 14.18%
4 Consumer Discretionary 12.64%
5 Energy 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 3.66%
1,459,938
-133,730
2
$13.3M 3.21%
+302,249
3
$10.7M 2.6%
118,277
+52,781
4
$9.49M 2.3%
234,638
-17,965
5
$9.47M 2.29%
+97,922
6
$8.73M 2.11%
+379,478
7
$8.51M 2.06%
1,045,037
-993,138
8
$8.16M 1.97%
+201,467
9
$7.76M 1.88%
1,375
+168
10
$7.7M 1.86%
413,641
+277,384
11
$7.57M 1.83%
64,426
+34,709
12
$7.44M 1.8%
+167,369
13
$7.43M 1.8%
+258,274
14
$7.33M 1.78%
+398,348
15
$7.32M 1.77%
+286,256
16
$7.09M 1.72%
+149,663
17
$6.87M 1.66%
+134,178
18
$6.83M 1.65%
+596,654
19
$6.55M 1.59%
73,516
+21,571
20
$6.18M 1.5%
80,117
-55,459
21
$5.9M 1.43%
+227,076
22
$5.52M 1.34%
+30,563
23
$5.46M 1.32%
+150,522
24
$5.38M 1.3%
578,938
-1,058,269
25
$5.32M 1.29%
+194,250
1
2 3 4 5