FMI

Factory Mutual Insurance Portfolio holdings

AUM $9.86B
1-Year Est. Return 26.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.31B
AUM Growth
+$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$29M
3
+$25.8M
4
STJ
St Jude Medical
STJ
+$22.4M
5
BA icon
Boeing
BA
+$20.8M

Top Sells

1
+$30.9M
2
+$26.7M
3
+$16M
4
ISRG icon
Intuitive Surgical
ISRG
+$9.51M
5
DE icon
Deere & Co
DE
+$9.19M

Sector Composition

1 Healthcare 14.65%
2 Technology 12.86%
3 Financials 12.11%
4 Industrials 9.81%
5 Energy 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-60,000
177
– –
-24,000
178
– –
-195
4 5 6 7
8