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
$400M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$7.61M
3
+$7.42M
4
BURL icon
Burlington
BURL
+$6.66M
5
CTCT
CONSTANT CONTACT, INC COM
CTCT
+$6.17M

Top Sells

1
+$8.76M
2
+$7.86M
3
+$7.81M
4
MU icon
Micron Technology
MU
+$6.73M
5
ENTA icon
Enanta Pharmaceuticals
ENTA
+$6.48M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 15.31%
3 Healthcare 15.3%
4 Industrials 13.69%
5 Real Estate 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 3.11%
645,147
-32,067
2
$11.3M 2.82%
361,776
+4,760
3
$9.33M 2.33%
2,810,440
+1,730,260
4
$8.84M 2.21%
441,778
+385,772
5
$7.61M 1.9%
+75,824
6
$7.42M 1.86%
+122,747
7
$7.17M 1.79%
101,727
-11,443
8
$6.8M 1.7%
124,135
-7,200
9
$6.8M 1.7%
193,072
+56,683
10
$6.7M 1.67%
95,280
+7,138
11
$6.66M 1.67%
+112,111
12
$6.17M 1.54%
+161,419
13
$5.97M 1.49%
92,506
+1,488
14
$5.89M 1.47%
+72,565
15
$5.74M 1.44%
70,863
-4,255
16
$5.68M 1.42%
447,140
+4,950
17
$5.62M 1.41%
174,261
-53,946
18
$5.42M 1.36%
+234,840
19
$5.42M 1.35%
+397,184
20
$5.34M 1.34%
+96,532
21
$5.31M 1.33%
12,581
+7,685
22
$5.27M 1.32%
54,712
-4,559
23
$5.26M 1.32%
64,032
+32,787
24
$5.18M 1.3%
109,114
-5,857
25
$5.13M 1.28%
214,795
-6,143
1
2 3 4 5