FMI

Fiduciary Management Inc Portfolio holdings

AUM $9.88B
1-Year Est. Return 7.91%
This Quarter Est. Return
1 Year Est. Return
+7.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17B
AUM Growth
-$612M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$219M
2
+$160M
3
+$76.2M
4
EBAY icon
eBay
EBAY
+$32.6M
5
R icon
Ryder
R
+$26.3M

Top Sells

1
+$448M
2
+$222M
3
+$141M
4
UNH icon
UnitedHealth
UNH
+$76.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$69.8M

Sector Composition

1 Industrials 19.52%
2 Financials 17.23%
3 Technology 15.24%
4 Communication Services 11.13%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$160M 0.95%
+5,686,950
27
$159M 0.94%
1,401,144
-143,146
28
$128M 0.75%
4,703,925
-948,570
29
$123M 0.73%
2,075,983
-159,673
30
$123M 0.72%
2,359,945
-187,610
31
$120M 0.71%
5,238,775
-421,682
32
$110M 0.65%
2,590,931
-202,701
33
$106M 0.63%
1,394,710
+243,598
34
$97.9M 0.58%
5,878,416
-493,841
35
$97.2M 0.57%
1,508,834
-111,696
36
$96.5M 0.57%
1,185,450
+61,024
37
$81.5M 0.48%
47,023
-7,423
38
$81.4M 0.48%
1,350,087
+353,755
39
$80.7M 0.48%
1,731,764
+441,358
40
$78.9M 0.47%
2,394,840
-188,704
41
$74M 0.44%
1,142,910
+406,634
42
$71.5M 0.42%
2,241,025
+227,729
43
$70.3M 0.41%
1,620,450
-133,729
44
$68.1M 0.4%
944,474
-73,030
45
$65.8M 0.39%
1,703,675
-145,273
46
$63.1M 0.37%
1,563,176
-147,178
47
$61.4M 0.36%
1,179,057
-88,046
48
$60.6M 0.36%
863,006
-67,717
49
$59.2M 0.35%
1,223,500
-93,381
50
$57.6M 0.34%
465,456
-34,496
1
2
3 4