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
$16.7B
AUM Growth
-$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$86.4M
3
+$51.5M
4
MD icon
Pediatrix Medical
MD
+$35.5M
5
FDS icon
Factset
FDS
+$31.8M

Top Sells

1
+$299M
2
+$290M
3
+$47.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$46M
5
UNH icon
UnitedHealth
UNH
+$43.8M

Sector Composition

1 Industrials 19.46%
2 Technology 16.87%
3 Financials 15.59%
4 Communication Services 12.07%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$177M 1.06%
6,228,387
-406,294
27
$176M 1.06%
3,026,526
-2,508
28
$158M 0.95%
4,940,022
-198,404
29
$146M 0.88%
5,258,582
-7,628
30
$121M 0.73%
202,139
-35
31
$110M 0.66%
4,473,770
-19,877
32
$109M 0.65%
1,438,290
-2,496
33
$108M 0.65%
1,376,113
-346,093
34
$106M 0.63%
2,202,390
+1,769
35
$105M 0.63%
943,759
-14,872
36
$94.8M 0.57%
1,402,285
37
$93.7M 0.56%
1,198,732
+2,194
38
$92.2M 0.55%
972,956
+123,467
39
$90.4M 0.54%
4,482,702
+2,553,048
40
$87.2M 0.52%
1,211,960
+145,219
41
$87M 0.52%
984,758
-811
42
$86.5M 0.52%
1,880,684
+4,943
43
$86.4M 0.52%
+3,618,535
44
$82.5M 0.49%
1,613,866
+3,112
45
$78.8M 0.47%
2,126,092
+27,052
46
$77.6M 0.47%
6,083,536
+38,426
47
$73.4M 0.44%
3,580,619
-2,875
48
$73.2M 0.44%
709,542
-3,149
49
$64M 0.38%
1,457,745
+15,090
50
$62.2M 0.37%
1,029,973
+587,248
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