IIL

Insight Inv LLC Portfolio holdings

AUM $149M
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$531K
2
+$498K
3
+$463K
4
MDT icon
Medtronic
MDT
+$390K
5
IBM icon
IBM
IBM
+$341K

Top Sells

1
+$760K
2
+$705K
3
+$347K
4
BEN icon
Franklin Resources
BEN
+$233K
5
FDX icon
FedEx
FDX
+$213K

Sector Composition

1 Technology 23.75%
2 Healthcare 16.97%
3 Financials 13.1%
4 Communication Services 9.44%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.58%
13,394
+2,622
27
$1.71M 1.55%
46,370
+5,735
28
$1.71M 1.55%
20,640
+475
29
$1.7M 1.54%
15,243
+3,494
30
$1.62M 1.47%
19,558
+1,470
31
$1.59M 1.44%
7,483
-250
32
$1.57M 1.43%
18,020
-135
33
$1.55M 1.41%
17,315
34
$1.54M 1.4%
30,950
+1,500
35
$1.52M 1.38%
2,486
+815
36
$1.52M 1.38%
8,234
+630
37
$1.41M 1.28%
2,860
-12
38
$1.38M 1.26%
14,120
+665
39
$1.3M 1.18%
8,530
+1,100
40
$1.25M 1.13%
32,780
+6,240
41
$1.24M 1.13%
14,912
+1,000
42
$1.23M 1.11%
2,717
43
$1.22M 1.1%
9,761
+1,818
44
$1.21M 1.1%
18,500
+2,065
45
$1.2M 1.09%
19,858
+725
46
$1.2M 1.09%
20,408
+323
47
$1.18M 1.07%
17,945
+310
48
$1.18M 1.07%
23,189
+965
49
$1.17M 1.06%
6,535
+268
50
$1.16M 1.05%
26,160
-680
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