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
$97.2M
AUM Growth
+$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$392K
2 +$291K
3 +$231K
4
WSM icon
Williams-Sonoma
WSM
+$222K
5
JPM icon
JPMorgan Chase
JPM
+$220K

Top Sells

1 +$616K
2 +$529K
3 +$380K
4
PFE icon
Pfizer
PFE
+$218K
5
MEAR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$90.2K 0.09%
1,280
77
$85.7K 0.09%
311
78
$63.1K 0.06%
223
79
$60.6K 0.06%
376
80
$57.9K 0.06%
772
81
$54.7K 0.06%
498
82
$49K 0.05%
426
83
$42.1K 0.04%
191
84
$41.6K 0.04%
438
85
$19.9K 0.02%
287
86
$9.17K 0.01%
92
87
$8.17K 0.01%
108
88
$4.81K 0.01%
68