IHG

Insight Holdings Group Portfolio holdings

AUM $2.39B
1-Year Est. Return 56.54%
This Quarter Est. Return
1 Year Est. Return
+56.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.89B
AUM Growth
-$696M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$15.3M
3
+$4.22M
4
AVGO icon
Broadcom
AVGO
+$4.01M
5
MSFT icon
Microsoft
MSFT
+$3.15M

Top Sells

1
+$444M
2
+$73.7M
3
+$25.1M
4
CRM icon
Salesforce
CRM
+$23M
5
FTNT icon
Fortinet
FTNT
+$16.3M

Sector Composition

1 Technology 76.3%
2 Consumer Staples 11.38%
3 Real Estate 4.87%
4 Communication Services 4.42%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 0.08%
9,600
+1,600
27
$1.79M 0.06%
5,700
28
$1.77M 0.06%
9,200
+2,500
29
$1.74M 0.06%
+26,300
30
$1.69M 0.06%
19,500
+3,200
31
– –
-4,214,102
32
– –
-239,100
33
– –
-48,100
34
– –
-49,300
35
– –
-15,200
1
2