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
$102M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$218K
3
+$213K
4
MRK icon
Merck
MRK
+$30K
5
PEP icon
PepsiCo
PEP
+$27.2K

Top Sells

1
+$170K
2
+$57K
3
+$52.2K
4
PFE icon
Pfizer
PFE
+$28.8K
5
BMY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$94.4K 0.09%
311
77
$69.3K 0.07%
223
78
$65.4K 0.06%
376
79
$61.2K 0.06%
772
80
$57.9K 0.06%
498
81
$53.3K 0.05%
426
82
$45.1K 0.04%
438
83
$44.4K 0.04%
191
84
$20.8K 0.02%
287
85
$9.96K 0.01%
92
86
$8.76K 0.01%
108
87
$5.3K 0.01%
68
88
– –
-1,125
89
– –
-50
1 2 3
4