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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$4.2M
3
+$3.27M
4
MRVL icon
Marvell Technology
MRVL
+$2.59M
5
QCOM icon
Qualcomm
QCOM
+$2.46M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.66%
2 Healthcare 16.5%
3 Financials 13.04%
4 Communication Services 8.72%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.8M 5.33%
+32,686
2
$4.2M 3.86%
+51,712
3
$3.27M 3.01%
+9,727
4
$2.59M 2.38%
+29,570
5
$2.46M 2.26%
+13,448
6
$2.39M 2.2%
+16,500
7
$2.3M 2.12%
+38,977
8
$2.25M 2.06%
+35,462
9
$2.23M 2.05%
+21,585
10
$2.21M 2.03%
+12,624
11
$2.17M 1.99%
+13,764
12
$1.95M 1.79%
+12,292
13
$1.89M 1.73%
+11,032
14
$1.88M 1.73%
+11,486
15
$1.83M 1.68%
+15,595
16
$1.83M 1.68%
+8,758
17
$1.79M 1.64%
+7,733
18
$1.78M 1.64%
+18,155
19
$1.73M 1.59%
+7,683
20
$1.72M 1.58%
+11,096
21
$1.69M 1.56%
+21,909
22
$1.65M 1.51%
+31,981
23
$1.61M 1.48%
+18,766
24
$1.61M 1.48%
+5,381
25
$1.6M 1.47%
+25,716
1
2 3 4 5