IIL
Insight Inv LLC Portfolio holdings
AUM
$149M
1-Year Est. Return
18.65%
1 Year Est. Return
+18.65%
AUM
$145M
AUM Growth
+$1.75M
(+1.2%)
Holding
139
Top Buys
| 1 | +$3.81M | |
| 2 | +$3.2M | |
| 3 | +$1.93M | |
| 4 |
Amazon
AMZN
|
+$1.86M |
| 5 |
JPMorgan Chase
JPM
|
+$1.79M |
Top Sells
| 1 | +$231K | |
| 2 | +$226K | |
| 3 | +$214K | |
| 4 |
United Rentals
URI
|
+$146K |
| 5 |
TJX Companies
TJX
|
+$86K |
Sector Composition
| 1 | Technology | 21.62% |
| 2 | Financials | 15.42% |
| 3 | Healthcare | 9.42% |
| 4 | Consumer Discretionary | 8.17% |
| 5 | Consumer Staples | 8.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.84T
| $6.96M | 4.79% |
68,735
+37,617
|
|
||
2
First Trust Rising Dividend Achievers ETF
RDVY
$17B
| $4.38M | 3.01% |
74,854
+15,120
|
|
||
3
Microsoft
MSFT
$3.87T
| $4.05M | 2.79% |
50,130
+39,605
|
|
||
4
IBM
IBM
$268B
| $3.78M | 2.6% |
15,208
-5
|
|
||
|
5
Amazon
AMZN
$2.32T
| $3.56M | 2.45% |
38,801
+20,271
|
|
||
6
Williams-Sonoma
WSM
$22.9B
| $3.42M | 2.35% |
21,607
-179
|
|
||
|
7
JPMorgan Chase
JPM
$801B
| $3.39M | 2.33% |
29,376
+15,504
|
|
||
8
American Express
AXP
$242B
| $3.23M | 2.22% |
12,021
+4
|
|
||
9
Walmart
WMT
$854B
| $3.01M | 2.07% |
34,309
-32
|
|
||
10
Chevron
CVX
$313B
| $2.99M | 2.06% |
17,899
-355
|
|
||
11
Exxon Mobil
XOM
$489B
| $2.93M | 2.02% |
24,652
+317
|
|
||
12
Alphabet (Google) Class A
GOOGL
$3.04T
| $2.8M | 1.93% |
37,909
+20,229
|
|
||
13
Allstate
ALL
$51.3B
| $2.72M | 1.87% |
13,118
-68
|
|
||
14
Qualcomm
QCOM
$183B
| $2.67M | 1.84% |
17,374
+195
|
|
||
15
Graham Holdings Company
GHC
$4.49B
| $2.61M | 1.8% |
2,718
-6
|
|
||
16
Berkshire Hathaway Class B
BRK.B
$1.06T
| $2.54M | 1.75% |
20,782
+15,816
|
|
||
|
17
TJX Companies
TJX
$159B
| $2.52M | 1.74% |
20,727
-706
|
|
||
18
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
| $2.52M | 1.73% |
31,943
+1,625
|
|
||
19
Cisco
CSCO
$279B
| $2.5M | 1.72% |
61,032
+21,069
|
|
||
20
RTX Corp
RTX
$238B
| $2.49M | 1.72% |
18,833
+447
|
|
||
21
Amgen
AMGN
$159B
| $2.41M | 1.66% |
12,642
+5,101
|
|
||
22
Oracle
ORCL
$777B
| $2.36M | 1.62% |
16,872
-256
|
|
||
23
W.R. Berkley
WRB
$28.5B
| $2.27M | 1.56% |
31,962
+300
|
|
||
24
First Trust Ultra Short Duration Municipal ETF
FUMB
$223M
| $2.26M | 1.55% |
112,445
+84,170
|
|
||
25
Marvell Technology
MRVL
$69.9B
| $2.25M | 1.55% |
36,510
+95
|
|