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
1
$787M 27.27%
25,013,467
-14,109,547
2
$508M 17.62%
24,146,230
-3,500,000
3
$339M 11.74%
24,253,823
4
$328M 11.38%
38,032,260
5
$224M 7.76%
49,831,007
6
$140M 4.87%
34,573,696
7
$79.2M 2.75%
409,900
+8,300
8
$74.8M 2.59%
167,460
+7,050
9
$74M 2.56%
146,730
+130
10
$67.5M 2.34%
546,000
+21,000
11
$56.8M 1.97%
+269,800
12
$51.6M 1.79%
283,500
+11,400
13
$35.3M 1.22%
203,300
+9,500
14
$21.1M 0.73%
86,461
15
$21M 0.73%
223,850
+21,000
16
$18M 0.62%
138,600
17
$15.3M 0.53%
+500,000
18
$6.85M 0.24%
912,915
19
$5.62M 0.19%
35,000
+25,000
20
$5.6M 0.19%
30,800
+5,100
21
$4.22M 0.15%
+7,100
22
$3.73M 0.13%
21,100
+6,400
23
$3.5M 0.12%
13,630
-89,370
24
$2.73M 0.09%
16,800
+2,800
25
$2.72M 0.09%
10,900
+4,500
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