IIL
Insight Inv LLC Portfolio holdings
AUM
$149M
1-Year Est. Return
18.65%
1 Year Est. Return
+18.65%
AUM
$145M
AUM Growth
+$1.75M
(+1.2%)
Holding
139
Top Buys
| 1 | +$3.81M | |
| 2 | +$3.2M | |
| 3 | +$1.93M | |
| 4 |
Amazon
AMZN
|
+$1.86M |
| 5 |
JPMorgan Chase
JPM
|
+$1.79M |
Top Sells
| 1 | +$231K | |
| 2 | +$226K | |
| 3 | +$214K | |
| 4 |
United Rentals
URI
|
+$146K |
| 5 |
TJX Companies
TJX
|
+$86K |
Sector Composition
| 1 | Technology | 21.62% |
| 2 | Financials | 15.42% |
| 3 | Healthcare | 9.42% |
| 4 | Consumer Discretionary | 8.17% |
| 5 | Consumer Staples | 8.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
General Dynamics
GD
$91.6B
| $2.15M | 1.48% |
7,879
+280
|
|
||
27
Morgan Stanley
MS
$253B
| $2.14M | 1.47% |
18,378
+88
|
|
||
28
PepsiCo
PEP
$209B
| $2.11M | 1.45% |
14,080
+1,185
|
|
||
29
Procter & Gamble
PG
$356B
| $2.08M | 1.43% |
18,369
+6,527
|
|
||
30
iShares Russell 1000 Growth ETF
IWF
$123B
| $2.03M | 1.4% |
5,626
-14
|
|
||
31
Corning
GLW
$72.1B
| $1.96M | 1.35% |
42,859
+411
|
|
||
32
Bristol-Myers Squibb
BMY
$90.4B
| $1.94M | 1.33% |
31,797
+938
|
|
||
33
Citigroup
C
$172B
| $1.94M | 1.33% |
27,268
+146
|
|
||
34
iShares Russell 1000 Value ETF
IWD
$64.8B
| $1.9M | 1.31% |
10,117
+283
|
|
||
35
Johnson & Johnson
JNJ
$465B
| $1.89M | 1.3% |
27,544
+16,120
|
|
||
36
First Trust Short Duration Managed Municipal ETF
FSMB
$485M
| $1.84M | 1.27% |
92,560
-1,070
|
|
||
37
Merck
MRK
$219B
| $1.83M | 1.26% |
34,780
+14,987
|
|
||
38
Emerson Electric
EMR
$74.4B
| $1.82M | 1.25% |
16,625
+145
|
|
||
39
Walt Disney
DIS
$203B
| $1.81M | 1.24% |
18,316
-441
|
|
||
40
PNC Financial Services
PNC
$71.4B
| $1.78M | 1.22% |
10,123
-189
|
|
||
41
AT&T
T
$183B
| $1.69M | 1.16% |
59,667
-90
|
|
||
42
Applied Materials
AMAT
$176B
| $1.59M | 1.09% |
10,963
+192
|
|
||
43
Johnson Controls International
JCI
$72.8B
| $1.59M | 1.09% |
19,800
+1,000
|
|
||
44
PACCAR
PCAR
$52.4B
| $1.56M | 1.07% |
16,047
|
|
||
45
Lincoln National
LNC
$7.53B
| $1.48M | 1.02% |
41,110
|
|
||
46
Medtronic
MDT
$123B
| $1.38M | 0.95% |
27,456
+12,550
|
|
||
47
BP
BP
$88B
| $1.36M | 0.94% |
40,301
-1,515
|
|
||
48
EOG Resources
EOG
$58B
| $1.35M | 0.93% |
10,563
+737
|
|
||
49
Verizon
VZ
$168B
| $1.29M | 0.89% |
46,933
+19,532
|
|
||
50
Madison Square Garden
MSGS
$5.42B
| $1.28M | 0.88% |
6,558
+8
|
|