Insight Capital Research Management Inc (938506) Portfolio


Number of Companies: 112
Inflow: $98,538 K
Outflow: $-149,267 K
Net Flow: $-50,729 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
44 1 Align Technology Inc (ALGN) Medical Equipment 60,951 New Holding 60,951 $80.55 $4,909 $4,909
611 2 Wageworks Inc (WAGE) Payment And Data Processors 81,552 New Holding 81,552 $59.81 $4,877 $4,877
567 3 Fabrinet (FN) Emsodm 129,576 New Holding 129,576 $37.12 $4,809 $4,809
51 1 Dycom Industries Inc (DY) Infrastructure Construction 43,299 New Holding 43,299 $89.76 $3,886 $3,886
2821 31 Applied Materials Inc (AMAT) Semiconductor Mfg 159,400 New Holding 159,400 $23.97 $3,820 $3,820
432 2 Orbotech Ltd (ORBK) Measurement Instruments 137,529 New Holding 137,529 $25.55 $3,513 $3,513
2989 128 American Tower Corp (AMT) Reit 30,721 New Holding 30,721 $113.61 $3,490 $3,490
2954 29 Stryker Corp (SYK) Medical Devices 28,629 New Holding 28,629 $119.83 $3,430 $3,430
640 2 Drew Industries Inc (DW) Recreational Vehicles 37,578 New Holding 37,578 $84.84 $3,188 $3,188
1826 13 John Bean Technologies Corp (JBT) Industrial Machinery 51,965 New Holding 51,965 $61.22 $3,181 $3,181
409 11 Semtech Corp (SMTC) Semiconductor Devices 131,847 New Holding 131,847 $23.86 $3,145 $3,145
689 5 Berry Plastics Group Inc (BERY) Containers And Packaging 76,551 New Holding 76,551 $38.85 $2,974 $2,974
2235 11 Mueller Water Products Inc-A (MWA) Flow Control Equipment 259,048 New Holding 259,048 $11.42 $2,958 $2,958
142 5 Inphi Corp (IPHI) Semiconductor Devices 91,400 New Holding 91,400 $32.03 $2,927 $2,927
2970 31 Fiserv Inc (FISV) Consumer Finance 26,603 New Holding 26,603 $108.73 $2,892 $2,892
2784 12 Msci Inc (MSCI) Information Services 37,186 New Holding 37,186 $77.12 $2,867 $2,867
3027 7 Comcast Corp-Class A (CMCSA) Cable And Satellite 43,991 New Holding 43,991 $65.19 $2,867 $2,867
901 3 Thor Industries Inc (THO) Recreational Vehicles 43,342 New Holding 43,342 $64.74 $2,805 $2,805
3014 6 Bristol-Myers Squibb Co (BMY) Large Pharma 37,759 New Holding 37,759 $73.55 $2,777 $2,777
3004 37 Yum Brands Inc (YUM) Restaurants 32,651 New Holding 32,651 $82.92 $2,707 $2,707
106 1 Core-Mark Holding Co Inc (CORE) Food Products Wholesalers 56,818 New Holding 56,818 $46.86 $2,662 $2,662
3028 34 Thermo Fisher Scientific Inc (TMO) Life Science Equipment 17,851 New Holding 17,851 $147.76 $2,637 $2,637
568 4 Hms Holdings Corp (HMSY) Professional Services 148,515 New Holding 148,515 $17.61 $2,615 $2,615
267 21 Agree Realty Corp (ADC) Reit 51,766 New Holding 51,766 $48.24 $2,497 $2,497
1832 14 West Pharmaceutical Services (WST) Health Care Supplies 32,551 New Holding 32,551 $75.88 $2,469 $2,469
2864 28 Edwards Lifesciences Corp (EW) Medical Devices 24,604 New Holding 24,604 $99.73 $2,453 $2,453
516 37 Terreno Realty Corp (TRNO) Reit 93,254 New Holding 93,254 $25.87 $2,412 $2,412
2578 45 Ellie Mae Inc (ELLI) Mortgage Finance 25,251 New Holding 25,251 $91.65 $2,314 $2,314
2644 4 Five Below (FIVE) Mass Merchants 47,645 New Holding 47,645 $46.41 $2,211 $2,211
2598 2 Vail Resorts Inc (MTN) Leisure Clubs And Facilities 40,895 Added More 14,764 $138.23 $2,040 $5,652
2889 12 Cbs Corp-Class B Non Voting (CBS) Entertainment Content 32,757 New Holding 32,757 $54.44 $1,783 $1,783
3042 9 Northrop Grumman Corp (NOC) Defense Primes 6,902 New Holding 6,902 $222.28 $1,534 $1,534
2845 6 Dollar Tree Inc (DLTR) Mass Merchants 15,467 New Holding 15,467 $94.24 $1,457 $1,457
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 5,757 Added More 712 $715.62 $509 $4,119
775 51 Monmouth Real Estate Inv Cor (MNR) Reit 38,252 New Holding 38,252 $13.26 $507 $507
3063 12 Unitedhealth Group Inc (UNH) Managed Care 37,833 Added More 2,820 $141.20 $398 $5,342
175 2 3m Co (MMM) Containers And Packaging 4,783 Sold Some -805 $175.12 $-140 $837
588 23 Tyler Technologies Inc (TYL) Application Software 7,941 Sold Some -879 $166.71 $-146 $1,323
273 4 Webmd Health Corp (WBMD) Internet Media 23,615 Sold Some -2,705 $58.11 $-157 $1,372
2903 31 Citrix Systems Inc (CTXS) Infrastructure Software 0 Sold All -2,567 $80.09 $-205 $0
260 1 Pool Corp (POOL) Other Wholesalers 21,263 Sold Some -2,422 $94.03 $-227 $1,999
391 7 Cynosure Inc-A (CYNO) Medical Equipment 118,116 Sold Some -5,147 $48.65 $-250 $5,746
3047 19 Honeywell International Inc (HON) Comml And Res Bldg Equip And Sys 17,734 Sold Some -2,375 $116.32 $-276 $2,062
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 34,243 Sold Some -5,393 $55.84 $-301 $1,912
67 3 Integra Lifesciences Holding (IART) Medical Equipment 36,547 Sold Some -3,974 $79.78 $-317 $2,915
166 1 Toro Co (TTC) Agricultural Machinery 35,497 Sold Some -3,888 $88.20 $-342 $3,130
3059 25 Pepsico Inc (PEP) Beverages 19,127 Sold Some -3,244 $105.94 $-343 $2,026
2995 32 Tjx Companies Inc (TJX) Specialty Apparel Stores 36,105 Sold Some -4,543 $77.23 $-350 $2,788
2986 89 Salesforcecom Inc (CRM) Application Software 38,139 Sold Some -4,495 $79.41 $-356 $3,028
2292 65 Cambrex Corp (CBM) Specialty Pharma 63,226 Sold Some -6,910 $51.73 $-357 $3,270
2389 9 Marketaxess Holdings Inc (MKTX) Information Services 0 Sold All -2,541 $145.40 $-369 $0
401 2 Littelfuse Inc (LFUS) Electrical Components 23,320 Sold Some -3,143 $118.19 $-371 $2,756
2723 11 Jetblue Airways Corp (JBLU) Airlines 0 Sold All -22,460 $16.56 $-371 $0
372 2 Universal Electronics Inc (UEIC) Consumer Electronics 51,976 Sold Some -5,175 $72.28 $-374 $3,756
3029 24 Coca-Cola Cothe (KO) Beverages 47,320 Sold Some -8,445 $45.33 $-382 $2,145
3078 18 Priceline Group Incthe (PCLN) Internet Based Services 1,924 Sold Some -309 $1248.41 $-385 $2,401
45 2 Tempur Sealy International I (TPX) Home And Office Furnishings 0 Sold All -7,213 $55.32 $-399 $0
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 43,557 Sold Some -5,602 $74.17 $-415 $3,230
104 7 Coresite Realty Corp (COR) Reit 45,306 Sold Some -4,932 $88.69 $-437 $4,018
497 12 Neophotonics Corp (NPTN) Semiconductor Devices 0 Sold All -46,986 $9.53 $-447 $0
2973 23 Constellation Brands Inc-A (STZ) Beverages 14,728 Sold Some -2,870 $165.40 $-474 $2,436
708 9 Exlservice Holdings Inc (EXLS) It Services 71,601 Sold Some -9,461 $52.41 $-495 $3,752
240 1 Granite Construction Inc (GVA) Engineering Services 132,791 Sold Some -11,448 $45.55 $-521 $6,048
2685 265 First Republic Bankca (FRC) Banks 60,421 Sold Some -7,619 $69.99 $-533 $4,228
750 2 Comfort Systems Usa Inc (FIX) Building Sub Contractors 72,109 Sold Some -16,471 $32.57 $-536 $2,348
2836 19 Snap-On Inc (SNA) Home Improvement 0 Sold All -3,460 $157.82 $-546 $0
2576 16 Masco Corp (MAS) Home Improvement 128,142 Sold Some -18,248 $30.94 $-564 $3,964
231 8 Oclaro Inc (OCLR) Semiconductor Devices 0 Sold All -125,260 $4.88 $-611 $0
2888 15 Equifax Inc (EFX) Information Services 37,816 Sold Some -5,359 $128.40 $-688 $4,855
3076 10 Johnson And Johnson (JNJ) Large Pharma 20,783 Sold Some -6,126 $121.30 $-743 $2,520
2282 21 Boston Scientific Corp (BSX) Medical Devices 295,680 Sold Some -34,215 $23.37 $-799 $6,910
729 5 Smith Ao Corp (AOS) Comml And Res Bldg Equip And Sys 0 Sold All -10,305 $88.11 $-907 $0
2684 27 Visteon Corp (VC) Auto Parts 0 Sold All -18,606 $65.81 $-1,224 $0
3072 34 Microsoft Corp (MSFT) Infrastructure Software 60,327 Sold Some -26,489 $51.17 $-1,355 $3,086
3051 57 Gilead Sciences Inc (GILD) Biotech 0 Sold All -16,291 $83.42 $-1,358 $0
291 9 Monolithic Power Systems Inc (MPWR) Semiconductor Devices 52,362 Sold Some -23,592 $68.32 $-1,611 $3,577
2871 31 Ross Stores Inc (ROST) Specialty Apparel Stores 0 Sold All -29,646 $56.69 $-1,680 $0
2987 27 Nike Inc -Cl B (NKE) Apparel Footwear And Acc Design 0 Sold All -30,958 $55.20 $-1,708 $0
3070 18 Home Depot Inc (HD) Home Products Stores 20,090 Sold Some -14,031 $127.69 $-1,791 $2,565
224 2 Rovi Corp (ROVI) Communications Equipment 0 Sold All -119,718 $15.64 $-1,872 $0
3025 1 Fedex Corp (FDX) Courier Services 0 Sold All -13,401 $151.78 $-2,034 $0
3032 17 Cvs Health Corp (CVS) Food And Drug Stores 0 Sold All -24,477 $95.74 $-2,343 $0
97 2 Stampscom Inc (STMP) Internet Based Services 0 Sold All -26,823 $87.42 $-2,344 $0
2818 5 Dollar General Corp (DG) Mass Merchants 24,070 Sold Some -25,103 $94.00 $-2,359 $2,262
2335 19 Francescas Holdings Corp (FRAN) Specialty Apparel Stores 0 Sold All -214,156 $11.05 $-2,366 $0
118 5 Bank Of The Ozarks (OZRK) Banks 0 Sold All -65,230 $37.52 $-2,447 $0
3026 18 Oreilly Automotive Inc (ORLY) Automotive Retailers 0 Sold All -9,757 $271.10 $-2,645 $0
140 3 Vca Inc (WOOF) Health Care Services 62,586 Sold Some -40,791 $67.61 $-2,757 $4,231
3064 14 Walt Disney Cothe (DIS) Entertainment Content 0 Sold All -30,047 $97.82 $-2,939 $0
3067 10 Lockheed Martin Corp (LMT) Defense Primes 0 Sold All -12,226 $248.17 $-3,034 $0
2592 79 Adobe Systems Inc (ADBE) Application Software 0 Sold All -32,131 $95.79 $-3,077 $0
2996 7 Target Corp (TGT) Mass Merchants 0 Sold All -44,191 $69.82 $-3,085 $0
129 6 Fleetmatics Group Plc (FLTX) Application Software 0 Sold All -73,011 $43.33 $-3,163 $0
2915 18 Acuity Brands Inc (AYI) Comml And Res Bldg Equip And Sys 9,123 Sold Some -12,967 $247.96 $-3,215 $2,262
1945 18 Euronet Worldwide Inc (EEFT) Consumer Finance 0 Sold All -47,548 $69.19 $-3,289 $0
3016 38 Starbucks Corp (SBUX) Restaurants 25,306 Sold Some -57,897 $57.12 $-3,307 $1,445
2077 14 American Woodmark Corp (AMWD) Home Improvement 0 Sold All -50,271 $66.38 $-3,336 $0
294 2 Watsco Inc (WSO) Industrial Distribution And Rental 0 Sold All -23,745 $140.69 $-3,340 $0
48 2 Beacon Roofing Supply Inc (BECN) Home Products Stores 0 Sold All -78,559 $45.47 $-3,572 $0
3074 26 Facebook Inc-A (FB) Internet Media 38,869 Sold Some -31,688 $114.28 $-3,621 $4,441
2854 6 Vulcan Materials Co (VMC) Cement And Aggregates 19,058 Sold Some -31,939 $120.36 $-3,844 $2,293
1010 25 Coherent Inc (COHR) Semiconductor Devices 0 Sold All -41,986 $91.78 $-3,853 $0
80 1 Accenture Plc-Cl A (ACN) It Services 0 Sold All -34,713 $113.29 $-3,932 $0
1896 9 Churchill Downs Inc (CHDN) Casinos And Gaming 0 Sold All -34,420 $126.36 $-4,349 $0
26 2 Cubesmart (CUBE) Reit 0 Sold All -153,750 $30.88 $-4,747 $0
2648 38 Epam Systems Inc (EPAM) It Services 0 Sold All -78,043 $64.31 $-5,018 $0
2759 28 Coach Inc (COH) Specialty Apparel Stores 0 Sold All -123,759 $40.74 $-5,041 $0
3079 54 Apple Inc (AAPL) Communications Equipment 29,795 Sold Some -52,980 $95.60 $-5,064 $2,848
1884 54 Emergent Biosolutions Inc (EBS) Specialty Pharma 0 Sold All -203,367 $28.12 $-5,718 $0
2264 13 Caseys General Stores Inc (CASY) Food And Drug Stores 0 Sold All -44,383 $131.51 $-5,836 $0
279 2 Amn Healthcare Services Inc (AHS) Professional Services 63,319 Sold Some -154,459 $39.97 $-6,173 $2,530
524 13 Maxlinear Inc-Class A (MXL) Semiconductor Devices 0 Sold All -536,506 $17.98 $-9,646 $0