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
51
$914K 0.9%
54,493
52
$843K 0.83%
3,710
53
$807K 0.79%
21,403
+280
54
$738K 0.72%
10,530
+150
55
$690K 0.68%
13,800
56
$653K 0.64%
8,039
-132
57
$488K 0.48%
3,150
58
$477K 0.47%
23,770
59
$430K 0.42%
1,451
60
$411K 0.4%
1,186
61
$358K 0.35%
24,230
-1,400
62
$343K 0.34%
7,100
63
$333K 0.33%
504
64
$328K 0.32%
2,197
-162
65
$265K 0.26%
1,880
66
$251K 0.25%
8,715
-1,000
67
$251K 0.25%
600
68
$218K 0.21%
+1,950
69
$213K 0.21%
+1,760
70
$208K 0.2%
25,750
71
$184K 0.18%
422
-23
72
$151K 0.15%
11,300
73
$147K 0.14%
818
74
$103K 0.1%
1,725
75
$96.1K 0.09%
1,280
1 2
3
4