FMI

F/M Investments Portfolio holdings

AUM $2.75B
1-Year Est. Return 20.95%
This Quarter Est. Return
1 Year Est. Return
+20.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$9.06M
2 +$4.82M
3 +$4.55M
4
ESAB icon
ESAB
ESAB
+$3.25M
5
ADBE icon
Adobe
ADBE
+$3M

Top Sells

1 +$3.25M
2 +$2.89M
3 +$2.87M
4
LSCC icon
Lattice Semiconductor
LSCC
+$2.64M
5
LRCX icon
Lam Research
LRCX
+$2.4M

Sector Composition

1 Technology 38.53%
2 Healthcare 9.95%
3 Communication Services 9.59%
4 Consumer Discretionary 8.87%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,068
77
-5,067
78
-45,300
79
-27,689
80
-24,573
81
-3,878
82
-16,695
83
-169,086
84
-7,896
85
-5,735