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
51
$1.09M 0.99%
5,412
-225
52
$1.05M 0.95%
4,633
-397
53
$989K 0.9%
18,525
+955
54
$974K 0.88%
54,549
-1,473
55
$881K 0.8%
2,920
-353
56
$817K 0.74%
9,501
57
$806K 0.73%
40,370
-5,000
58
$711K 0.65%
4,360
+400
59
$707K 0.64%
5,530
-166
60
$700K 0.64%
9,650
-100
61
$688K 0.62%
9,490
+1,595
62
$556K 0.5%
7,000
63
$513K 0.47%
3,167
-400
64
$466K 0.42%
19,000
65
$427K 0.39%
7,950
66
$373K 0.34%
2,524
-75
67
$371K 0.34%
1,502
-50
68
$362K 0.33%
1,211
-10
69
$329K 0.3%
25,000
70
$326K 0.3%
1,000
-202
71
$312K 0.28%
541
-10
72
$283K 0.26%
680
73
$271K 0.25%
1,940
-220
74
$267K 0.24%
600
-100
75
$264K 0.24%
4,425
1 2
3
4 5