FOLGER NOLAN FLEMING Overview
Folger Nolan Fleming Douglas Capital Management Inc is an investment advisor that manages 768.3 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 863MM in positions, representing 112% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 863MM in positions, representing 112% of the manager's regulatory AUM.
FOLGER NOLAN FLEMING StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FOLGER NOLAN FLEMING Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VGT | 9.11% | ETF | 7.74% | 0.07% | 0 | 0% | ||
| DD | 8.31% | Materials | 0% | -0.31% | 0 | 0% | ||
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FEATURED IN
FOLGER NOLAN FLEMING Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joseph M. Urban | Chief Compliance Officer | January-2006 |
| Richard S. Foster | President, Chief Executive Officer, Chief Operating Officer & Treasurer | January-2006 |
| Lee M. Folger | Chairman Of The Board | January-2006 |
| Neil C. Folger | Director, Executive Vice President | November-2012 |
| John R. Current | Secretary, Senior Executive Vice President And Director | July-2013 |
FOLGER NOLAN FLEMING Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FOLGER NOLAN FLEMING Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
CMI uses fundamental methods of analysis in determining the securities to be purchased or sold. The main sources of information include research reports prepared by others, financial publications, corporate rating services, company press releases, annual reports, prospectuses, and filings with the Securities and Exchange Commission.
As indicated, CMI uses a long-term buy and hold strategy focused on individualized account management with investments generally in large-cap equity securities and fixed income securities. ETFs are used to gain exposure to small- and mid-cap equity securities, specific equity market sectors, international stocks or fixed income. ETFs represent shares of ownership in either mutual funds or unit investment trusts that hold portfolios of common stocks or bonds, which are designed generally to correspond to the price and yield performance of their underlying indexes, representing eith...
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CMI uses fundamental methods of analysis in determining the securities to be purchased or sold. The main sources of information include research reports prepared by others, financial publications, corporate rating services, company press releases, annual reports, prospectuses, and filings with the Securities and Exchange Commission.
As indicated, CMI uses a long-term buy and hold strategy focused on individualized account management with investments generally in large-cap equity securities and fixed income securities. ETFs are used to gain exposure to small- and mid-cap equity securities, specific equity market sectors, international stocks or fixed income. ETFs represent shares of ownership in either mutual funds or unit investment trusts that hold portfolios of common stocks or bonds, which are designed generally to correspond to the price and yield performance of their underlying indexes, representing eith...
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FOLGER NOLAN FLEMING Portfolio Concentration
FOLGER NOLAN FLEMING Location
725 15TH STREET N.W.
WASHINGTON, District of Columbia
UNITED STATES, 20005
WASHINGTON, District of Columbia
UNITED STATES, 20005
FOLGER NOLAN FLEMING Contact Information
Phone Number: 202-626-5220
Fax Number: 202-783-5164
Website: https://www.fnfd.com
Fax Number: 202-783-5164
Website: https://www.fnfd.com
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