FMP

Financial Management Professionals Portfolio holdings

AUM $889M
1-Year Return 14.98%
This Quarter Return
-3.63%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$461M
AUM Growth
-$10.7M
Cap. Flow
+$9.2M
Cap. Flow %
2%
Top 10 Hldgs %
56.83%
Holding
1,197
New
186
Increased
403
Reduced
111
Closed
111
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AIG icon
126
American International
AIG
$43.6B
$152K 0.03%
2,429
+719
+42% +$45K
CMI icon
127
Cummins
CMI
$54.8B
$152K 0.03%
739
+192
+35% +$39.5K
DHR icon
128
Danaher
DHR
$142B
$152K 0.03%
585
+50
+9% +$13K
SMLR icon
129
Semler Scientific
SMLR
$419M
$149K 0.03%
3,013
+1,999
+197% +$98.9K
KMB icon
130
Kimberly-Clark
KMB
$43.1B
$147K 0.03%
1,195
+262
+28% +$32.2K
CARG icon
131
CarGurus
CARG
$3.57B
$145K 0.03%
3,423
UNH icon
132
UnitedHealth
UNH
$290B
$145K 0.03%
284
+62
+28% +$31.7K
IRM icon
133
Iron Mountain
IRM
$27.3B
$144K 0.03%
2,596
+660
+34% +$36.6K
MGY icon
134
Magnolia Oil & Gas
MGY
$4.34B
$142K 0.03%
5,988
-5,187
-46% -$123K
INTC icon
135
Intel
INTC
$107B
$141K 0.03%
2,851
+257
+10% +$12.7K
PSN icon
136
Parsons
PSN
$8.01B
$139K 0.03%
3,589
RMNI icon
137
Rimini Street
RMNI
$425M
$138K 0.03%
23,799
+2,847
+14% +$16.5K
ZD icon
138
Ziff Davis
ZD
$1.58B
$136K 0.03%
1,403
-7
-0.5% -$679
EQR icon
139
Equity Residential
EQR
$25.4B
$135K 0.03%
1,500
+368
+33% +$33.1K
ACI icon
140
Albertsons Companies
ACI
$10.8B
$134K 0.03%
4,036
SCHD icon
141
Schwab US Dividend Equity ETF
SCHD
$71.3B
$133K 0.03%
5,049
+15
+0.3% +$395
CPAY icon
142
Corpay
CPAY
$22B
$124K 0.03%
498
+25
+5% +$6.23K
CERN
143
DELISTED
Cerner Corp
CERN
$123K 0.03%
1,317
+39
+3% +$3.64K
LRCX icon
144
Lam Research
LRCX
$133B
$122K 0.03%
2,270
+10
+0.4% +$537
BA icon
145
Boeing
BA
$175B
$121K 0.03%
631
-409
-39% -$78.4K
WPC icon
146
W.P. Carey
WPC
$14.7B
$120K 0.03%
1,514
EMR icon
147
Emerson Electric
EMR
$74.7B
$118K 0.03%
1,207
+147
+14% +$14.4K
USB icon
148
US Bancorp
USB
$75.7B
$117K 0.03%
2,204
+1,829
+488% +$97.1K
IIPR icon
149
Innovative Industrial Properties
IIPR
$1.59B
$116K 0.03%
565
-409
-42% -$84K
LIN icon
150
Linde
LIN
$223B
$116K 0.03%
364
+22
+6% +$7.01K