IIL
Insight Inv LLC Portfolio holdings
AUM
$149M
This Quarter Return
+8.01%
1 Year Return
+18.65%
3 Year Return
+68.8%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+2.6%)
Cap. Flow
-$96M
Cap. Flow
% of AUM
-64.37%
Top 10 Holdings %
Top 10 Hldgs %
28.41%
Holding
136
New
3
Increased
9
Reduced
71
Closed
20
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
$19.8M |
| 2 |
Costco
COST
|
$14.1M |
| 3 |
Apple
AAPL
|
$7.87M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$7.83M |
| 5 |
Visa
V
|
$4.79M |
Sector Composition
| 1 | Technology | 23.64% |
| 2 | Financials | 15.72% |
| 3 | Consumer Discretionary | 8% |
| 4 | Healthcare | 7.82% |
| 5 | Consumer Staples | 7.51% |
