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FMI

Factory Mutual Insurance Portfolio holdings

AUM $8.89B
1-Year Est. Return 25.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$149M
3
+$124M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$74M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$59.1M

Top Sells

1
+$189M
2
+$47.5M
3
+$27.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$22.2M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$20.9M

Sector Composition

1 Technology 26%
2 Financials 9.58%
3 Communication Services 7.6%
4 Consumer Discretionary 7.1%
5 Healthcare 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.3M 0.17%
87,426
127
$17.2M 0.17%
68,600
128
$17.1M 0.17%
120,548
129
$16M 0.16%
79,400
130
$15.9M 0.16%
207,800
-10,000
131
$15.6M 0.15%
190,000
132
$15.3M 0.15%
71,100
133
$15.3M 0.15%
49,500
+35,000
134
$15M 0.15%
130,606
135
$14.4M 0.14%
25,600
136
$13.9M 0.14%
253,500
137
$13.4M 0.13%
73,000
138
$12.5M 0.12%
148,809
139
$12.4M 0.12%
154,700
140
$12.3M 0.12%
51,800
141
$12.1M 0.12%
112,500
142
$12M 0.12%
130,800
143
$11.8M 0.12%
73,072
144
$11.3M 0.11%
442,400
145
$10.8M 0.11%
77,000
146
$10.3M 0.1%
121,300
147
$10.3M 0.1%
71,000
148
$9.99M 0.1%
511,406
-1,320,000
149
$9.96M 0.1%
126,800
150
$9.36M 0.09%
+90,000
4 5
6
7 8