Forum Financial Management, LP Q4 2021 Filing
Filed February 18, 2022
Portfolio Value
$1.9T
Holdings
657
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (657 positions)
| Stock | Value |
|---|---|
NFLXNetflix Inc | $1.2B |
MAMastercard Inc. | $1.2B |
LINLinens N Things Inc | $1.2B |
4I1Philip Morris Intl Inc | $1.2B |
HMCHonda Motor Co Ltd ADR | $1.2B |
COPConocophillips | $1.2B |
UNPUnion Pacific Corp Com | $1.2B |
STZConstellation Brand Cl A | $1.2B |
MUMicron Technology Inc Com | $1.2B |
VEUVanguard Intl Eqty Index | $1.2B |
FFord Motor Co | $1.1B |
BMYBristol Myers Squibb Com | $1.1B |
LOWLowes Cos Inc | $1.1B |
SMFGSumitomo Mitsui Financial Group Inc Adr | $1.1B |
R6C2Royal Dutch Shell B Adrf | $1.1B |
SCHWThe Charles Schwab Corp | $1.1B |
GEGeneral Electric | $1.1B |
ALSAllstate Corp | $1.1B |
TAKTakeda Pharma Co | $1.1B |
DBDeutsche Bank New | $1.0B |
BLKCHFBlackrock 2001 Term Tr Com | $1.0B |
CHMGChemung Financial Corp | $1.0B |
WBAWalgreens Boots Alliance Inc Com Isin u | $1.0B |
BDXBecton Dickinson & Co | $1.0B |
IBMInternational Business Machines | $1.0B |
CATCaterpillar Inc | $1.0B |
PYPLPaypal Hldgs Inc Com | $1.0B |
GMGeneral Motors Corp Com | $1.0B |
MDLZMondelez Intl Inc Cl A | $1.0B |
EFAiShares MSCI EAFE ETF | $1.0B |
KMIKinder Morgan Inc | $993.0M |
MDTMedtronic Inc | $991.0M |
EXPDEXPEDITORS INTL WASH INCCOM | $985.0M |
BABoeing Co Com | $971.0M |
UBSUbs Ag New | $957.0M |
NOKNokia Corp Sponsored ADR | $954.0M |
TIPiShares TIPS Bond | $951.0M |
RWRSPDR Dow Jones REIT ETF | $946.0M |
PNCPNC Bank Corp Com | $933.0M |
WBKWestpac Banking Spn Adrf | $926.0M |
TDToronto Dominion Bank | $909.0M |
AMATApplied Materials | $904.0M |
BNSBank Of Nova Scotia | $897.0M |
COFCapital One Financial Corp | $878.0M |
AXPAmerican Express | $875.0M |
ORCLOracle Corp Com | $871.0M |
RSPGuggenheim S&P 500 Equal Weight ETF | $860.0M |
USBUS Bancorp | $858.0M |
IAU*Ishares Tr Comex Gold | $856.0M |
IWRIshares Russell Midcap | $842.0M |
HTHHilltop Holdings Inc | $840.0M |
BXBlackstone Group Lp | $823.0M |
HBC2Hsbc Holdings Plc Adr Each Repr 5 Ord US | $816.0M |
ABJAAbb Ltd Adr | $809.0M |
GILDGilead Sciences Inc | $805.0M |
METMetlife Inc | $804.0M |
CBChubb Corp | $802.0M |
SCLStepan Co (de) Formerly Stepan Chemical | $794.0M |
ABNBAirbnb Inc | $786.0M |
AFLAFLAC Inc | $785.0M |
SBUXStarbucks Corp | $785.0M |
SPLKCHFSplunk Inc | $783.0M |
TMUST-Mobile US Inc | $778.0M |
UPSUnited Parcel Service | $778.0M |
HONHoneywell Intl Inc Com | $767.0M |
CICigna Corp Com | $757.0M |
CHTRCharter Communications Inc Cl A Xxxx | $749.0M |
RDS/ARoyal Dutch Shell PLC | $746.0M |
BMOBank Montreal Quebec | $736.0M |
MFGMizuho Finl Group Adr | $736.0M |
DVNDevon Energy Corp | $723.0M |
IWNiShares Russell 2000 Value | $714.0M |
ALCAlcon Inc | $703.0M |
VOVanguard Mid-Cap ETF | $702.0M |
WMBWilliams Cos Inc Del Com | $699.0M |
FITBFifth Third Bancorp | $691.0M |
CNRCanadian National Railway Co | $689.0M |
HUMHumana Inc | $686.0M |
INTUIntuit Inc Com | $679.0M |
ETNEaton Corporation | $674.0M |
BABAAlibaba Group Hldg Adr | $673.0M |
FISVFiserv Inc Com | $672.0M |
FDXFederal Express Corp Com | $672.0M |
TRVTravelers Companies Inc | $671.0M |
NKENike Inc Cl B | $667.0M |
AIGAmerican Intl Group Com | $662.0M |
HZNPHorizon Pharma Inc Com | $662.0M |
CSXCSX Corporation | $655.0M |
SYKStryker Corp Com | $651.0M |
IWOIshares Tr Russell | $650.0M |
CNCCentene Corp | $650.0M |
LHXL3Harris Technologies Inc Com | $645.0M |
PRUPrudential Financial Inc | $643.0M |
FISFidelity Natl Info Svcs | $642.0M |
FTNTFortinet Inc Com Usd0.001 | $640.0M |
WF2Wintrust Financial Corp | $635.0M |
NOCNorthrop Grumman Corp Com | $634.0M |
BPBP Amoco PLC Sponsored ADR | $630.0M |
IFFIntl Flavors& Fragrances | $630.0M |
AZNAstrazeneca PLC Sponsored ADR | $629.0M |