FMI
F/M Investments Portfolio holdings
AUM
$2.75B
This Quarter Return
+4.4%
1 Year Return
+20.95%
3 Year Return
+124.61%
5 Year Return
–
10 Year Return
–
AUM
$2.77B
AUM Growth
+$2.77B
(+1,770%)
Cap. Flow
+$2.62B
Cap. Flow
% of AUM
94.75%
Top 10 Holdings %
Top 10 Hldgs %
26.07%
Holding
354
New
274
Increased
32
Reduced
6
Closed
39
Top Buys
| 1 |
Microsoft
MSFT
|
$106M |
| 2 |
NVIDIA
NVDA
|
$98.2M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$89.7M |
| 4 |
Apple
AAPL
|
$85M |
| 5 |
Amazon
AMZN
|
$74.8M |
Top Sells
Sector Composition
| 1 | Technology | 26.44% |
| 2 | Industrials | 13.03% |
| 3 | Healthcare | 12.33% |
| 4 | Financials | 10.77% |
| 5 | Consumer Discretionary | 10.06% |
