FMI
F/M Investments Portfolio holdings
AUM
$2.75B
This Quarter Return
+5.38%
1 Year Return
+20.95%
3 Year Return
+124.61%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+10%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
9.72%
Top 10 Holdings %
Top 10 Hldgs %
45.88%
Holding
104
New
41
Increased
19
Reduced
18
Closed
17
Top Buys
| 1 |
DocuSign
DOCU
|
$2.91M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$2.26M |
| 3 |
Caterpillar
CAT
|
$2.24M |
| 4 |
Dover
DOV
|
$2.23M |
| 5 |
Coca-Cola
KO
|
$2.11M |
Top Sells
| 1 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$3.14M |
| 2 |
Revvity
RVTY
|
$2.69M |
| 3 |
Thermo Fisher Scientific
TMO
|
$2.65M |
| 4 |
Qorvo
QRVO
|
$2.25M |
| 5 |
Boeing
BA
|
$2.18M |
Sector Composition
| 1 | Technology | 41.56% |
| 2 | Consumer Discretionary | 12.3% |
| 3 | Financials | 8.98% |
| 4 | Healthcare | 8.72% |
| 5 | Industrials | 6.21% |
