FMA

Fiduciary Management Associates Portfolio holdings

AUM $1.53B
1-Year Est. Return 4.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$22.2M
3
+$18.6M
4
ZBRA icon
Zebra Technologies
ZBRA
+$18.1M
5
EVER
Everbank Financial Corp
EVER
+$16.4M

Top Sells

1
+$21.8M
2
+$19M
3
+$19M
4
FUL icon
H.B. Fuller
FUL
+$19M
5
SHOO icon
Steven Madden
SHOO
+$18.9M

Sector Composition

1 Technology 20.21%
2 Industrials 18.12%
3 Financials 16.98%
4 Consumer Discretionary 10.26%
5 Healthcare 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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