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
$102M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$218K
3
+$213K
4
MRK icon
Merck
MRK
+$30K
5
PEP icon
PepsiCo
PEP
+$27.2K

Top Sells

1
+$170K
2
+$57K
3
+$52.2K
4
PFE icon
Pfizer
PFE
+$28.8K
5
BMY icon
Bristol-Myers Squibb
BMY
+$28.5K

Sector Composition

1 Technology 25.24%
2 Financials 14.97%
3 Healthcare 13.15%
4 Consumer Discretionary 9.04%
5 Consumer Staples 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.51M 5.4%
28,601
-15
2
$3.53M 3.46%
9,377
3
$2.77M 2.71%
27,420
-20
4
$2.52M 2.47%
16,615
-10
5
$2.5M 2.45%
17,266
+85
6
$2.39M 2.34%
14,046
+75
7
$2.38M 2.33%
14,554
+70
8
$2.38M 2.33%
12,696
+70
9
$2.29M 2.24%
15,355
+70
10
$2.27M 2.23%
16,255
+115
11
$2.27M 2.22%
37,620
+180
12
$2.27M 2.22%
29,317
13
$2.08M 2.04%
7,226
-10
14
$2M 1.96%
12,369
-10
15
$2M 1.96%
11,800
+160
16
$2M 1.96%
7,695
17
$1.96M 1.92%
+19,631
18
$1.95M 1.91%
17,909
+275
19
$1.93M 1.89%
20,603
+120
20
$1.9M 1.86%
13,583
21
$1.9M 1.86%
17,983
-15
22
$1.88M 1.84%
35,751
+210
23
$1.85M 1.81%
36,547
24
$1.81M 1.77%
2,592
25
$1.77M 1.73%
88,730
+500
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