FM

Freemont Management Portfolio holdings

AUM $507M
1-Year Est. Return 44.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$648M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$13.6M
3
+$13.2M
4
META icon
Meta Platforms (Facebook)
META
+$9.23M
5
ROK icon
Rockwell Automation
ROK
+$8.78M

Top Sells

1
+$32.2M
2
+$31.7M
3
+$23.8M
4
ADBE icon
Adobe
ADBE
+$18.9M
5
MCO icon
Moody's
MCO
+$13.6M

Sector Composition

1 Technology 34.78%
2 Industrials 13.05%
3 Communication Services 10.6%
4 Healthcare 10.18%
5 Energy 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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