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
$90.3M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$203K
3
+$150K
4
C icon
Citigroup
C
+$84.3K
5
WMT icon
Walmart
WMT
+$63.5K

Top Sells

1
+$2.13M
2
+$216K
3
+$202K
4
CTSH icon
Cognizant
CTSH
+$142K
5
LH icon
Labcorp
LH
+$121K

Sector Composition

1 Technology 25.16%
2 Financials 14.23%
3 Healthcare 14.01%
4 Consumer Staples 8.98%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$57.2K 0.06%
376
77
$54.4K 0.06%
772
78
$50.4K 0.06%
498
79
$45.2K 0.05%
426
80
$38.9K 0.04%
191
81
$37.4K 0.04%
438
82
$18.8K 0.02%
287
83
$8.35K 0.01%
92
84
$7.37K 0.01%
108
85
$4.7K 0.01%
68
86
$2.06K ﹤0.01%
+50
87
– –
-1,485
88
– –
-1,760
89
– –
-19,860
1 2 3
4