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
$102M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$218K
3
+$213K
4
MRK icon
Merck
MRK
+$30K
5
PEP icon
PepsiCo
PEP
+$27.2K

Top Sells

1
+$170K
2
+$57K
3
+$52.2K
4
PFE icon
Pfizer
PFE
+$28.8K
5
BMY icon
Bristol-Myers Squibb
BMY
+$28.5K

Sector Composition

1 Technology 25.24%
2 Financials 14.97%
3 Healthcare 13.15%
4 Consumer Discretionary 9.04%
5 Consumer Staples 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 1.66%
4,751
27
$1.68M 1.64%
10,699
+70
28
$1.66M 1.63%
11,680
-400
29
$1.59M 1.56%
17,092
30
$1.59M 1.56%
44,970
31
$1.58M 1.55%
10,219
+85
32
$1.57M 1.54%
16,127
33
$1.47M 1.44%
16,321
+100
34
$1.45M 1.42%
17,194
-620
35
$1.45M 1.42%
18,315
+150
36
$1.42M 1.39%
14,600
37
$1.35M 1.33%
44,475
-375
38
$1.33M 1.3%
25,860
-400
39
$1.3M 1.28%
15,838
+30
40
$1.3M 1.27%
27,518
41
$1.25M 1.22%
2,645
+25
42
$1.22M 1.2%
8,331
+70
43
$1.16M 1.14%
5,227
+60
44
$1.14M 1.12%
22,241
-555
45
$1.11M 1.09%
41,110
-575
46
$1.1M 1.08%
6,065
-10
47
$1.08M 1.06%
18,820
+180
48
$1.04M 1.02%
13,720
49
$985K 0.97%
2,920
50
$970K 0.95%
19,311
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