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
$287M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.88M
3
+$4.81M
4
DY icon
Dycom Industries
DY
+$3.89M
5
GIMO
Gigamon Inc.
GIMO
+$3.83M

Top Sells

1
+$9.93M
2
+$7.39M
3
+$6.17M
4
EPAM icon
EPAM Systems
EPAM
+$5.83M
5
CUBE icon
CubeSmart
CUBE
+$5.12M

Sector Composition

1 Technology 17.59%
2 Industrials 17.28%
3 Healthcare 16.68%
4 Consumer Discretionary 12.34%
5 Real Estate 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.12M 2.48%
127,894
-17,567
2
$6.91M 2.41%
295,680
-34,215
3
$6.05M 2.11%
132,791
-11,448
4
$5.75M 2%
118,116
-5,147
5
$5.65M 1.97%
40,895
+14,764
6
$5.34M 1.86%
37,833
+2,820
7
$5.02M 1.75%
142,760
-29,540
8
$4.91M 1.71%
+60,951
9
$4.88M 1.7%
+81,552
10
$4.86M 1.69%
37,816
-5,359
11
$4.81M 1.68%
+129,576
12
$4.44M 1.55%
38,869
-31,688
13
$4.23M 1.47%
62,586
-40,791
14
$4.23M 1.47%
60,421
-7,619
15
$4.12M 1.44%
115,140
+14,240
16
$4.02M 1.4%
45,306
-4,932
17
$3.96M 1.38%
128,142
-18,248
18
$3.89M 1.35%
+43,299
19
$3.83M 1.33%
+102,393
20
$3.82M 1.33%
+159,400
21
$3.76M 1.31%
51,976
-5,175
22
$3.75M 1.31%
358,005
-47,305
23
$3.58M 1.25%
52,362
-23,592
24
$3.52M 1.23%
+39,744
25
$3.51M 1.22%
+137,529
1
2 3 4 5