FMI
F/M Investments Portfolio holdings
AUM
$2.59B
1-Year Est. Return
23.6%
1 Year Est. Return
+23.6%
AUM
$2.75B
AUM Growth
+$244M
(+9.7%)
Holding
425
Top Buys
| 1 | +$12M | |
| 2 | +$9.91M | |
| 3 | +$9.21M | |
| 4 |
Intuitive Surgical
ISRG
|
+$8.65M |
| 5 |
Diamondback Energy
FANG
|
+$7.29M |
Top Sells
| 1 | +$27.7M | |
| 2 | +$9.11M | |
| 3 | +$8.73M | |
| 4 |
UnitedHealth
UNH
|
+$6.32M |
| 5 |
Caterpillar
CAT
|
+$6.05M |
Sector Composition
| 1 | Technology | 25.02% |
| 2 | Financials | 10.77% |
| 3 | Healthcare | 10.07% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares MBS ETF
MBB
$41.4B
| $3.99M | 0.14% |
42,520
+38,945
|
|
||
152
Vanguard S&P Small-Cap 600 ETF
VIOO
$3B
| $3.99M | 0.14% |
39,403
+7,900
|
|
||
153
First Solar
FSLR
$27.2B
| $3.96M | 0.14% |
23,896
+397
|
|
||
154
HubSpot
HUBS
$20.8B
| $3.93M | 0.14% |
7,067
+113
|
|
||
155
Insight Enterprises
NSIT
$2.79B
| $3.93M | 0.14% |
28,432
+106
|
|
||
156
LeMaitre Vascular
LMAT
$2.01B
| $3.92M | 0.14% |
47,194
+1,294
|
|
||
157
Saia
SAIA
$7.14B
| $3.88M | 0.14% |
14,143
-180
|
|
||
158
Haemonetics
HAE
$3.44B
| $3.87M | 0.14% |
51,881
+127
|
|
||
159
Chart Industries
GTLS
$9.15B
| $3.82M | 0.14% |
23,212
-6,943
|
|
||
160
SLB Ltd
SLB
$55.2B
| $3.82M | 0.14% |
112,940
+2,019
|
|
||
161
Silicon Motion
SIMO
$2.95B
| $3.81M | 0.14% |
50,747
+76
|
|
||
162
Alphabet (Google) Class C
GOOG
$3.34T
| $3.81M | 0.14% |
21,450
-439
|
|
||
163
Kite Realty
KRG
$4.87B
| $3.74M | 0.14% |
164,950
-3,179
|
|
||
164
ANI Pharmaceuticals
ANIP
$1.89B
| $3.73M | 0.14% |
57,195
+121
|
|
||
165
iShares Gold Trust
IAU
$62.2B
| $3.71M | 0.13% |
59,470
-16,556
|
|
||
166
Interparfums
IPAR
$2.8B
| $3.7M | 0.13% |
28,189
+47
|
|
||
|
MZTI
167
The Marzetti Company
MZTI
$4.71B
| $3.68M | 0.13% |
21,289
+5,110
|
|
||
168
Evertec
EVTC
$1.86B
| $3.67M | 0.13% |
101,776
+31,605
|
|
||
169
Nucor
NUE
$33.8B
| $3.65M | 0.13% |
28,212
-37
|
|
||
170
Intapp
INTA
$3.53B
| $3.65M | 0.13% |
70,717
+168
|
|
||
171
Bank First Corp
BFC
$1.23B
| $3.65M | 0.13% |
31,000
|
|
||
172
Wells Fargo
WFC
$267B
| $3.63M | 0.13% |
45,255
+2,560
|
|
||
173
Applovin
APP
$188B
| $3.58M | 0.13% |
+10,236
|
|
||
174
ACI Worldwide
ACIW
$4.84B
| $3.56M | 0.13% |
77,571
+1,556
|
|
||
175
Regeneron Pharmaceuticals
REGN
$72.9B
| $3.51M | 0.13% |
6,688
+89
|
|