FCM
Frontier Capital Management Portfolio holdings
AUM
$11.2B
1-Year Est. Return
32.36%
1 Year Est. Return
+32.36%
AUM
$11.2B
AUM Growth
+$353M
(+3.3%)
Holding
318
Top Buys
| 1 | +$115M | |
| 2 | +$115M | |
| 3 | +$83.6M | |
| 4 |
Entegris
ENTG
|
+$76M |
| 5 |
Coherent
COHR
|
+$69.1M |
Top Sells
| 1 | +$67.2M | |
| 2 | +$61.1M | |
| 3 | +$58.4M | |
| 4 |
ATI
ATI
|
+$54.6M |
| 5 |
Twilio
TWLO
|
+$54.1M |
Sector Composition
| 1 | Technology | 26.68% |
| 2 | Industrials | 22.11% |
| 3 | Financials | 11.37% |
| 4 | Healthcare | 10.94% |
| 5 | Consumer Discretionary | 10.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Datadog
DDOG
$53.6B
| $27.4M | 0.25% |
192,267
-170,684
|
|
||
152
Waste Connections
WCN
$44.4B
| $27.1M | 0.24% |
154,112
-36,210
|
|
||
153
Knight Transportation
KNX
$8.37B
| $26.9M | 0.24% |
680,710
-1,044,951
|
|
||
154
Envista
NVST
$3.33B
| $26.7M | 0.24% |
1,309,658
+105,182
|
|
||
155
FMC
FMC
$1.66B
| $26.6M | 0.24% |
790,217
+169,800
|
|
||
156
Church & Dwight Co
CHD
$20.2B
| $26.5M | 0.24% |
302,584
-28,117
|
|
||
157
FB Financial Corp
FBK
$3.09B
| $26.4M | 0.24% |
+473,470
|
|
||
158
Insulet
PODD
$22.2B
| $26.4M | 0.24% |
85,446
-6,101
|
|
||
159
Floor & Decor
FND
$7.08B
| $26.2M | 0.24% |
+356,110
|
|
||
160
Allegro MicroSystems
ALGM
$5.3B
| $26.2M | 0.23% |
895,797
-1,470,160
|
|
||
161
Fortinet
FTNT
$63.2B
| $26M | 0.23% |
308,839
-256,639
|
|
||
162
Flex
FLEX
$22.7B
| $25.6M | 0.23% |
441,675
-45,014
|
|
||
163
EnerSys
ENS
$5.46B
| $25.4M | 0.23% |
224,459
+8,832
|
|
||
164
On Holding
ONON
$15.4B
| $24.8M | 0.22% |
585,732
+33,763
|
|
||
165
FTAI Infrastructure
FIP
$586M
| $24.8M | 0.22% |
5,686,093
+2,046,159
|
|
||
166
Bankunited
BKU
$3.36B
| $24.7M | 0.22% |
646,967
+25,397
|
|
||
167
Transmedics
TMDX
$4.75B
| $24.6M | 0.22% |
219,466
+146,069
|
|
||
168
Triumph Financial Inc
TFIN
$1.45B
| $24.5M | 0.22% |
+489,178
|
|
||
169
CDW
CDW
$18.9B
| $24.4M | 0.22% |
153,456
-36,468
|
|
||
170
Magnite
MGNI
$2.07B
| $23.8M | 0.21% |
1,093,233
-700,597
|
|
||
171
Gibraltar Industries
ROCK
$1.48B
| $23.6M | 0.21% |
+375,353
|
|
||
172
EPAM Systems
EPAM
$11.2B
| $23.3M | 0.21% |
154,278
-153,483
|
|
||
173
Procore
PCOR
$11.9B
| $22.5M | 0.2% |
308,645
-89,979
|
|
||
174
Unitil
UTL
$874M
| $22.2M | 0.2% |
463,489
+102,595
|
|
||
175
Cooper Companies
COO
$15.4B
| $21.8M | 0.2% |
318,662
+35,035
|
|