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
$331M
AUM Growth
-$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$5.88M
3
+$5.17M
4
QLIK
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
+$5.13M
5
ORLY icon
O'Reilly Automotive
ORLY
+$5.1M

Top Sells

1
+$9.52M
2
+$8.1M
3
+$7.24M
4
BLOX
Infoblox Inc
BLOX
+$7.18M
5
UNH icon
UnitedHealth
UNH
+$6.31M

Sector Composition

1 Consumer Discretionary 23.84%
2 Healthcare 23.55%
3 Technology 16.31%
4 Industrials 8.8%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.4M 3.15%
133,974
+51,424
2
$9.9M 2.99%
359,088
-972
3
$8.99M 2.72%
351,240
-23,440
4
$8.74M 2.64%
123,145
+27,382
5
$6.87M 2.08%
76,380
+23,467
6
$6.78M 2.05%
346,523
+33,216
7
$6.72M 2.03%
+59,000
8
$6.44M 1.95%
93,481
-3,343
9
$6.32M 1.91%
84,766
-3,880
10
$5.93M 1.79%
355,920
+305,940
11
$5.9M 1.78%
112,117
-4,702
12
$5.88M 1.78%
+206,459
13
$5.65M 1.71%
142,305
+68,630
14
$5.55M 1.68%
75,053
+18,960
15
$5.37M 1.62%
178,885
-112,811
16
$5.34M 1.62%
93,238
+1,084
17
$5.31M 1.61%
80,128
+34,484
18
$5.3M 1.6%
261,175
-71,437
19
$5.22M 1.58%
11,221
+2,745
20
$5.17M 1.56%
+55,724
21
$5.13M 1.55%
+140,826
22
$5.02M 1.52%
88,358
-148
23
$4.99M 1.51%
111,609
+41,823
24
$4.99M 1.51%
74,919
-18,794
25
$4.82M 1.46%
85,816
-4,811
1
2 3 4 5