IIL
Insight Inv LLC Portfolio holdings
AUM
$149M
This Quarter Return
+5.21%
1 Year Return
+18.65%
3 Year Return
+68.8%
5 Year Return
–
10 Year Return
–
AUM
$97.2M
AUM Growth
+$97.2M
(+4.8%)
Cap. Flow
+$853K
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
27.6%
Holding
88
New
–
Increased
32
Reduced
28
Closed
–
Top Buys
| 1 |
Target
TGT
|
$392K |
| 2 |
Lincoln National
LNC
|
$291K |
| 3 |
Amazon
AMZN
|
$231K |
| 4 |
Williams-Sonoma
WSM
|
$222K |
| 5 |
JPMorgan Chase
JPM
|
$220K |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
$616K |
| 2 |
Intel
INTC
|
$529K |
| 3 |
PARA
Paramount Global Class B
PARA
|
$380K |
| 4 |
Pfizer
PFE
|
$218K |
| 5 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
$125K |
Sector Composition
| 1 | Technology | 25.49% |
| 2 | Healthcare | 14.18% |
| 3 | Financials | 13.79% |
| 4 | Consumer Staples | 8.99% |
| 5 | Consumer Discretionary | 7.92% |
