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
$390M
AUM Growth
+$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$7.68M
3
+$6.41M
4
MTN icon
Vail Resorts
MTN
+$5.96M
5
STE icon
Steris
STE
+$5.72M

Top Sells

1
+$9.55M
2
+$8.89M
3
+$7.47M
4
THC icon
Tenet Healthcare
THC
+$7.24M
5
IDTI
Integrated Device Technology I
IDTI
+$6.62M

Sector Composition

1 Technology 24.46%
2 Consumer Discretionary 14.49%
3 Healthcare 14.21%
4 Industrials 12.66%
5 Real Estate 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 2.76%
677,214
+190,525
2
$9.85M 2.53%
357,016
-6,232
3
$8.76M 2.25%
188,601
-22,031
4
$8.27M 2.12%
109,405
-7,845
5
$7.81M 2%
+276,891
6
$7.68M 1.97%
+228,207
7
$7.11M 1.82%
86,231
+22,388
8
$6.73M 1.73%
192,185
-4,695
9
$6.48M 1.66%
127,507
-9,130
10
$6.41M 1.64%
+131,335
11
$6.33M 1.63%
59,271
-4,557
12
$6.28M 1.61%
241,816
-17,432
13
$5.96M 1.53%
+65,399
14
$5.77M 1.48%
113,170
+82,250
15
$5.72M 1.47%
+88,142
16
$5.7M 1.46%
158,607
-18,012
17
$5.6M 1.44%
+75,118
18
$5.6M 1.44%
+200,584
19
$5.23M 1.34%
+315,029
20
$5.22M 1.34%
394,642
-27,615
21
$5.07M 1.3%
+119,736
22
$5.01M 1.29%
149,422
-10,081
23
$4.99M 1.28%
+128,703
24
$4.93M 1.27%
51,551
-3,574
25
$4.85M 1.25%
+263,565
1
2 3 4 5