FM

Family Management Portfolio holdings

AUM $658M
1-Year Est. Return 14.42%
This Quarter Est. Return
1 Year Est. Return
+14.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$5.42M
2 +$5.25M
3 +$4.45M
4
SNY icon
Sanofi
SNY
+$3.37M
5
HIG icon
Hartford Financial Services
HIG
+$2.8M

Top Sells

1 +$5.07M
2 +$4.78M
3 +$4.25M
4
IAC icon
IAC Inc
IAC
+$3.53M
5
SWK icon
Stanley Black & Decker
SWK
+$3.5M

Sector Composition

1 Energy 27.8%
2 Industrials 12.82%
3 Technology 12.56%
4 Financials 11.8%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-145,725
77
-157,315
78
-29,000
79
-59,125
80
-15,000