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
1
$5.63M 5.11%
32,229
-457
2
$4.2M 3.82%
53,822
+2,110
3
$2.95M 2.68%
9,582
-145
4
$2.56M 2.32%
15,710
+115
5
$2.35M 2.14%
32,845
+3,275
6
$2.31M 2.1%
13,821
+1,197
7
$2.26M 2.05%
22,315
+730
8
$2.26M 2.05%
16,240
-260
9
$2.21M 2%
11,806
+320
10
$2.17M 1.97%
38,942
+3,480
11
$2.13M 1.93%
13,946
+498
12
$2.09M 1.9%
28,666
+2,950
13
$2.07M 1.88%
11,664
+632
14
$2.05M 1.86%
14,971
+3,875
15
$2.05M 1.86%
41,331
+9,350
16
$2.03M 1.84%
8,400
+717
17
$2.02M 1.83%
8,370
-388
18
$1.9M 1.72%
36,675
-2,302
19
$1.88M 1.71%
22,759
+850
20
$1.87M 1.69%
18,836
+70
21
$1.85M 1.68%
13,278
+1,925
22
$1.85M 1.68%
5,236
-145
23
$1.78M 1.62%
35,871
+5,271
24
$1.78M 1.61%
13,479
-285
25
$1.74M 1.58%
12,795
+503
1
2 3 4 5