Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | DGX | QUEST DIAGNOSTICS INC | Healthcare | 3,557 | $617K | 0.01% | SOLD |
| 162 | STM | STMICROELECTRONICS N V | Technology | 23,785 | $617K | 0.01% | SOLD |
| 163 | RSG | REPUBLIC SVCS INC | Industrials | 2,910 | $617K | 0.01% | SOLD |
| 164 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 1,546 | $615K | 0.01% | SOLD |
| 165 | PPG | PPG INDS INC | Basic Materials | 5,990 | $614K | 0.01% | SOLD |
| 166 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 10,649 | $612K | 0.01% | SOLD |
| 167 | AA | ALCOA CORP | Basic Materials | 11,392 | $605K | 0.01% | SOLD |
| 168 | TDY | TELEDYNE TECHNOLOGIES INC | Technology | 1,185 | $605K | 0.01% | SOLD |
| 169 | MTB | M & T BK CORP | Financial Services | 2,989 | $602K | 0.01% | SOLD |
| 170 | CW | CURTISS WRIGHT CORP | Industrials | 1,089 | $600K | 0.01% | SOLD |
| 171 | SNPS | SYNOPSYS INC | Technology | 1,260 | $592K | 0.01% | SOLD |
| 172 | CACI | CACI INTL INC | Technology | 1,109 | $591K | 0.01% | SOLD |
| 173 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 21,037 | $589K | 0.01% | SOLD |
| 174 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 6,543 | $588K | 0.01% | SOLD |
| 175 | RIO | RIO TINTO PLC | Basic Materials | 7,345 | $588K | 0.01% | SOLD |
| 176 | CM | CANADIAN IMPERIAL BANK OF CO | Financial Services | 6,483 | $587K | 0.01% | SOLD |
| 177 | SNA | SNAP ON INC | Industrials | 1,695 | $584K | 0.01% | SOLD |
| 178 | FTV | FORTIVE CORP | Technology | 10,531 | $581K | 0.01% | SOLD |
| 179 | VMC | VULCAN MATLS CO | Basic Materials | 2,028 | $578K | 0.01% | SOLD |
| 180 | FIS | FIDELITY NATL INFORMATION SV | Technology | 8,585 | $571K | 0.01% | SOLD |
Sector Allocation
Healthcare
26.8%
Technology
23.4%
Communication Services
14.9%
Financial Services
12.2%
Energy
6.7%
Consumer Cyclical
5.2%
Industrials
4.5%
Consumer Defensive
3.7%
Utilities
1.7%
Basic Materials
0.7%