FMW

Farr Miller & Washington Portfolio holdings

AUM $1.53B
1-Year Est. Return 32.74%
This Quarter Est. Return
1 Year Est. Return
+32.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$613M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$25.9M
2 +$22.4M
3 +$22.1M
4
LOW icon
Lowe's Companies
LOW
+$21.6M
5
PG icon
Procter & Gamble
PG
+$20.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 23.21%
2 Consumer Staples 15.49%
3 Technology 15.41%
4 Financials 9.52%
5 Energy 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$57K 0.01%
+10,340