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
76
$249K 0.23%
+1,760
77
$247K 0.22%
594
-15
78
$226K 0.21%
+25,750
79
$219K 0.2%
12,400
+1,100
80
$218K 0.2%
7,650
+700
81
$206K 0.19%
1,125
-8
82
$204K 0.19%
601
-52
83
$165K 0.15%
936
-30
84
$114K 0.1%
411
85
$98K 0.09%
1,280
86
$64K 0.06%
223
87
$60K 0.05%
772
88
$60K 0.05%
498
89
$59K 0.05%
376
90
$53K 0.05%
426
91
$51K 0.05%
780
92
$47K 0.04%
638
93
$45K 0.04%
438
94
$45K 0.04%
191
95
$27K 0.02%
450
96
$21K 0.02%
287
97
$10K 0.01%
92
98
$9K 0.01%
108
99
$5K ﹤0.01%
68
100
$2K ﹤0.01%
+50
1 2 3
4
5