IIL

Insight Inv LLC Portfolio holdings

AUM $170M
1-Year Est. Return 22.65%
This Quarter Est. Return
1 Year Est. Return
+22.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.2M
3
+$1.93M
4
AMZN icon
Amazon
AMZN
+$1.86M
5
JPM icon
JPMorgan Chase
JPM
+$1.79M

Top Sells

1
+$231K
2
+$226K
3
+$214K
4
URI icon
United Rentals
URI
+$146K
5
TJX icon
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
51
$1.26M 0.87%
12,091
+198
52
$1.25M 0.86%
5,367
+65
53
$1.12M 0.77%
2,567
+10
54
$1.01M 0.7%
13,225
+74
55
$952K 0.66%
19,370
+10,605
56
$942K 0.65%
4,046
+187
57
$888K 0.61%
13,106
-55
58
$830K 0.57%
9,030
59
$764K 0.53%
4,425
60
$719K 0.49%
21,475
61
$687K 0.47%
1,336
+142
62
$651K 0.45%
8,607
+670
63
$643K 0.44%
12,800
64
$625K 0.43%
14,814
+14,100
65
$597K 0.41%
1,630
+50
66
$597K 0.41%
10,230
+550
67
$572K 0.39%
15,029
+13,436
68
$532K 0.37%
6,511
-100
69
$480K 0.33%
21,129
+745
70
$461K 0.32%
3,849
71
$455K 0.31%
2,715
+595
72
$449K 0.31%
15,615
+14,224
73
$431K 0.3%
2,759
74
$361K 0.25%
1,721
+19
75
$341K 0.23%
16,486
1 2
3
4 5