IIL
Insight Inv LLC Portfolio holdings
AUM
$170M
1-Year Est. Return
22.65%
1 Year Est. Return
+22.65%
AUM
$149M
AUM Growth
+$3.72M
(+2.6%)
Holding
136
Top Buys
| 1 | +$353K | |
| 2 | +$315K | |
| 3 | +$244K | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$173K |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$69K |
Top Sells
| 1 | +$19.8M | |
| 2 | +$14.1M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
MetLife
MET
$50.3B
| – | – |
-15,830
|
|
||
127
lululemon athletica
LULU
$19.7B
| – | – |
-11,858
|
|
||
128
Ambev
ABEV
$37.9B
| – | – |
-11,547
|
|
||
129
American Electric Power
AEP
$65B
| – | – |
-19,096
|
|
||
130
American Tower
AMT
$83.3B
| – | – |
-11,356
|
|
||
131
Aon
AON
$74.4B
| – | – |
-597
|
|
||
132
ASML
ASML
$395B
| – | – |
-10,107
|
|
||
133
Bank of America
BAC
$388B
| – | – |
-12,193
|
|
||
134
CME Group
CME
$99.7B
| – | – |
-10,221
|
|
||
135
iShares Russell Mid-Cap ETF
IWR
$44.4B
| – | – |
-14
|
|
||
136
Coca-Cola
KO
$303B
| – | – |
-12,978
|
|