IIL
Insight Inv LLC Portfolio holdings
AUM
$149M
This Quarter Return
+10.77%
1 Year Return
+18.65%
3 Year Return
+68.8%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(+13%)
Cap. Flow
+$2.22M
Cap. Flow
% of AUM
2.17%
Top 10 Holdings %
Top 10 Hldgs %
27.96%
Holding
89
New
3
Increased
23
Reduced
18
Closed
2
Top Buys
| 1 |
Exxon Mobil
XOM
|
$1.96M |
| 2 |
Broadcom
AVGO
|
$218K |
| 3 |
Royal Gold
RGLD
|
$213K |
| 4 |
Merck
MRK
|
$30K |
| 5 |
PepsiCo
PEP
|
$27.2K |
Top Sells
| 1 |
Texas Instruments
TXN
|
$170K |
| 2 |
Target
TGT
|
$57K |
| 3 |
RTX Corp
RTX
|
$52.2K |
| 4 |
Pfizer
PFE
|
$28.8K |
| 5 |
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% |
