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
$438M
AUM Growth
+$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12M
3
+$8.63M
4
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$8.49M
5
LCI
Lannett Company, Inc.
LCI
+$8.33M

Top Sells

1
+$10.6M
2
+$10M
3
+$9.4M
4
BITA
Bitauto Holdings Limited
BITA
+$8.76M
5
HPY
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
+$8.58M

Sector Composition

1 Technology 16.33%
2 Industrials 16.27%
3 Energy 15.55%
4 Healthcare 15.05%
5 Consumer Discretionary 12.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 3.08%
+724,543
2
$12M 2.74%
531,032
+219,567
3
$12M 2.73%
+9,512
4
$10.2M 2.32%
233,651
+21,088
5
$9.05M 2.07%
130,633
+110,062
6
$8.63M 1.97%
+136,516
7
$8.49M 1.94%
+536,522
8
$8.35M 1.91%
90,876
-9,407
9
$8.33M 1.9%
+41,950
10
$8.12M 1.86%
+220,899
11
$8.06M 1.84%
193,195
-2,167
12
$7.89M 1.8%
+120,423
13
$7.56M 1.73%
+646,172
14
$7.29M 1.67%
271,822
-8,280
15
$7.27M 1.66%
74,929
-2,164
16
$7.17M 1.64%
+80,728
17
$6.97M 1.59%
411,445
+65,992
18
$6.96M 1.59%
210,082
-6,415
19
$6.91M 1.58%
+24,394
20
$6.82M 1.56%
158,315
-48,548
21
$6.8M 1.56%
232,407
-6,601
22
$6.55M 1.5%
+145,256
23
$6.24M 1.43%
+151,094
24
$6.22M 1.42%
304,701
+136,440
25
$6.16M 1.41%
+65,512
1
2 3 4 5