IHG

Insight Holdings Group Portfolio holdings

AUM $1.34B
1-Year Est. Return 47.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
-$755M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$26.4M
3
+$15.8M
4
INTU icon
Intuit
INTU
+$5.75M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.27M

Top Sells

1
+$428M
2
+$325M
3
+$24.7M
4
META icon
Meta Platforms (Facebook)
META
+$21.7M
5
NVDA icon
NVIDIA
NVDA
+$16.3M

Sector Composition

1 Technology 57.39%
2 Consumer Staples 20.25%
3 Real Estate 10.16%
4 Communication Services 5.93%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.15%
12,500
+2,500
27
$1.62M 0.1%
+5,000
28
$103K 0.01%
+1,000
29
– –
-11,200
30
– –
-51,061
31
– –
-139,600
32
– –
-16,800
33
– –
-59,600
1
2