FMI

Factory Mutual Insurance Portfolio holdings

AUM $10.3B
1-Year Est. Return 24.32%
This Quarter Est. Return
1 Year Est. Return
+24.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.44B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$23.5M
2 +$22.1M
3 +$11.7M
4
META icon
Meta Platforms (Facebook)
META
+$9.23M
5
WFT
Weatherford International plc
WFT
+$6.45M

Top Sells

1 +$44.6M
2 +$30.3M
3 +$29.5M
4
USB icon
US Bancorp
USB
+$25.5M
5
AGN
Allergan plc
AGN
+$25.3M

Sector Composition

1 Healthcare 15.4%
2 Technology 13.87%
3 Financials 12.78%
4 Communication Services 9.93%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-231,900
177
-23,000