F/M INVESTMENTS LARGE CAP FOCUSED FUND

Fund Profile

Fund profile

Fund manager

First Western Funds Trust

Total assets

$52.14 mm

Liabilities

$136.90 k

Net assets

$52.00 mm

Number of holdings

28.00

28 Holdings

As of Sep 2023

Security	$Holding	Balance	% of Fund	Category	Position	Country
AAPL Apple Inc.	6.00 mm	35.06 k shares	11.54	Common equity	Long	USA
MSFT Microsoft Corporation	5.67 mm	17.97 k shares	10.91	Common equity	Long	USA
AMZN Amazon.com, Inc.	4.40 mm	34.58 k shares	8.45	Common equity	Long	USA
GOOG Alphabet Inc.	2.79 mm	21.31 k shares	5.36	Common equity	Long	USA
ADBE Adobe Inc.	2.37 mm	4.64 k shares	4.55	Common equity	Long	USA
NVDA NVIDIA Corporation	2.36 mm	5.43 k shares	4.54	Common equity	Long	USA
META Meta Platforms, Inc.	2.21 mm	7.38 k shares	4.26	Common equity	Long	USA
First American Treasury Obligations Fund Class X	2.18 mm	2.18 mm principal	4.19	Short-term investment vehicle	Long	USA
NFLX Netflix, Inc.	1.98 mm	5.24 k shares	3.81	Common equity	Long	USA
AMD Advanced Micro Devices, Inc.	1.64 mm	15.91 k shares	3.15	Common equity	Long	USA
ALGN Align Technology, Inc.	1.55 mm	5.07 k shares	2.98	Common equity	Long	USA
PEN Penumbra, Inc.	1.54 mm	6.38 k shares	2.97	Common equity	Long	USA
DDOG Datadog, Inc.	1.37 mm	15.09 k shares	2.64	Common equity	Long	USA
PANW Palo Alto Networks, Inc.	1.36 mm	5.80 k shares	2.62	Common equity	Long	USA
NOW ServiceNow, Inc.	1.31 mm	2.34 k shares	2.52	Common equity	Long	USA
MDB MongoDB, Inc.	1.24 mm	3.58 k shares	2.38	Common equity	Long	USA
ISRG Intuitive Surgical, Inc.	1.20 mm	4.11 k shares	2.31	Common equity	Long	USA
WDAY Workday, Inc.	1.19 mm	5.54 k shares	2.29	Common equity	Long	USA
SNPS Synopsys, Inc.	1.13 mm	2.47 k shares	2.18	Common equity	Long	USA
TDG TransDigm Group Incorporated	1.12 mm	1.33 k shares	2.15	Common equity	Long	USA
CRM Salesforce, Inc.	1.10 mm	5.44 k shares	2.12	Common equity	Long	USA
MCD McDonald's Corporation	1.07 mm	4.08 k shares	2.07	Common equity	Long	USA
HCA HCA Healthcare, Inc.	1.07 mm	4.36 k shares	2.06	Common equity	Long	USA
CAH Cardinal Health, Inc.	1.06 mm	12.26 k shares	2.05	Common equity	Long	USA
SYK Stryker Corporation	913.27 k	3.34 k shares	1.76	Common equity	Long	USA
WYNN Wynn Resorts, Limited	891.85 k	9.65 k shares	1.72	Common equity	Long	USA
U Unity Software Inc.	780.48 k	24.86 k shares	1.50	Common equity	Long	USA
FSLR First Solar, Inc.	601.92 k	3.73 k shares	1.16	Common equity	Long	USA