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
$446M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$7.29M
3
+$7.11M
4
BID
Sotheby's
BID
+$5.65M
5
EVR icon
Evercore
EVR
+$4.64M

Top Sells

1
+$9.89M
2
+$9.08M
3
+$7.77M
4
AXL icon
American Axle
AXL
+$7.7M
5
BLOX
Infoblox Inc
BLOX
+$7.44M

Sector Composition

1 Industrials 22.79%
2 Technology 20.66%
3 Healthcare 12.55%
4 Consumer Discretionary 11.78%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 2.59%
231,740
-2,898
2
$11.1M 2.5%
859,672
-600,266
3
$10.4M 2.33%
175,107
+40,929
4
$10.2M 2.28%
99,413
+1,491
5
$10M 2.24%
165,486
+145,104
6
$9.76M 2.19%
183,416
+106,150
7
$9.21M 2.07%
705,987
+127,049
8
$8.55M 1.92%
253,878
+59,628
9
$7.89M 1.77%
329,696
-49,782
10
$7.63M 1.71%
904,431
-140,606
11
$7.53M 1.69%
151,676
+67,007
12
$7.29M 1.63%
+228,043
13
$7.26M 1.63%
389,679
-8,669
14
$7.23M 1.62%
178,981
-22,486
15
$7.11M 1.59%
+643,683
16
$7.02M 1.57%
157,131
+63,619
17
$6.98M 1.56%
63,485
-941
18
$6.53M 1.47%
1,347
-28
19
$6.53M 1.46%
73,049
-467
20
$6.52M 1.46%
190,714
-95,542
21
$6.49M 1.46%
79,301
-816
22
$6.28M 1.41%
224,704
-2,372
23
$6.14M 1.38%
145,514
+41,258
24
$6.07M 1.36%
302,764
+19,376
25
$6M 1.35%
148,990
-1,532
1
2 3 4 5