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
101
-6,895
102
-28,550
103
-2,392
104
-4,081
105
-822
106
-1,394
107
-2,300