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
$1.05B
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$20.7M
2 +$1.5M
3 +$485K
4
SLB icon
SLB Ltd
SLB
+$448K
5
J icon
Jacobs Solutions
J
+$447K

Top Sells

1 +$27.7M
2 +$7.09M
3 +$449K
4
PG icon
Procter & Gamble
PG
+$347K
5
INTU icon
Intuit
INTU
+$330K

Sector Composition

1 Healthcare 23.44%
2 Technology 15.1%
3 Financials 12.64%
4 Industrials 12.04%
5 Consumer Staples 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$209K 0.02%
2,722
-580
152
$204K 0.02%
+1,758
153
-2,567