FMW

Farr Miller & Washington Portfolio holdings

AUM $1.53B
1-Year Est. Return 32.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1 +$4.02M
2 +$720K
3 +$436K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$432K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$374K

Top Sells

1 +$1.01M
2 +$386K
3 +$350K
4
CL icon
Colgate-Palmolive
CL
+$327K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$319K

Sector Composition

1 Healthcare 20.51%
2 Industrials 15.03%
3 Technology 14.57%
4 Communication Services 11.86%
5 Financials 11.51%