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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
176
$2.88M 0.03%
+29,151
177
$2.52M 0.02%
+35,274
178
$2.5M 0.02%
+47,197
179
$2.37M 0.02%
+147,832
180
$2.35M 0.02%
+24,675
181
$2.09M 0.02%
+11,992
182
$1.95M 0.02%
+10,890
183
$1.77M 0.02%
+67,196
184
$1.75M 0.02%
+218,660
185
$1.7M 0.02%
+51,742
186
$1.64M 0.02%
+87,020
187
$1.64M 0.02%
+3,500
188
$1.52M 0.01%
28,100
189
$1.49M 0.01%
+639
190
$1.47M 0.01%
+24,550
191
$1.22M 0.01%
5,000
192
$1.01M 0.01%
+27,747
193
$856K 0.01%
12,000
194
$772K 0.01%
+10,271
195
$666K 0.01%
6,000
196
– –
-342,700
197
– –
-44,550
4 5 6 7
8