Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: FINANCIAL MANAGEMENT NETWORK INC
  City: MISSION VIEJO
  State: CA
  Zip: 92691
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $396,759,000
  Total Value Change : $54,199,000
  Securities Held Change : 18
   
All Securities Held : 154
  New Positions : 12
  Closed Positions : 9
  Increased Positions : 76
  Unchanged Positions : 7
  Decreased Positions : 59

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 35 - $612,100.00 $2,514,000 4 0.63% 297,000 0 0    Property & Casualty I...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 110 - $372.63 $415,000 1,095 0.1% 62,000 0 0    Medical Appliances & ...
   (YUM)1 Year Chart         YUM YUM! Brands Inc 124 - $134.34 $321,000 2,357 0.08% 19,000 0 0.001    Restaurants
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth 134 - $117.00 $263,000 2,286 0.07% 32,000 0 0    Closed - End Fund - E...
   (PH)1 Year Chart         PH Parker Hannifin Corp 137 - $554.91 $258,000 464 0.07% 48,000 0 0    Industrial Equipment ...
   (IDXX)1 Year Chart         IDXX Idexx Laboratories Inc 147 - $487.07 $216,000 417 0.05% -8,000 0 0    Diagnostic Substances

      6 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results