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
$12.1B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$54.8M
2
+$30.4M
3
+$21M
4
HLI icon
Houlihan Lokey
HLI
+$18.1M
5
PLXS icon
Plexus
PLXS
+$16.9M

Top Sells

1
+$73.4M
2
+$35.3M
3
+$30.7M
4
VMI icon
Valmont Industries
VMI
+$29.8M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.3M

Sector Composition

1 Industrials 24.52%
2 Financials 20.53%
3 Consumer Staples 13.13%
4 Healthcare 12.24%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$231M 1.9%
5,899,114
-292,281
27
$213M 1.75%
4,293,919
-215,516
28
$159M 1.32%
10,249,277
-703,956
29
$149M 1.23%
1,167,912
-89,902
30
$119M 0.98%
1,810,851
-38,843
31
$117M 0.97%
3,008,997
-488,502
32
$109M 0.9%
886,948
-47,902
33
$98.8M 0.81%
1,727,106
+237,092
34
$89.1M 0.73%
1,682,109
-103,982
35
$84.4M 0.7%
1,072,454
-75,398
36
$80.8M 0.67%
1,368,439
+307,108
37
$71.1M 0.59%
3,119,141
-194,632
38
$68.2M 0.56%
4,091,701
-311,877
39
$66.8M 0.55%
2,457,565
-174,935
40
$65.9M 0.54%
1,248,040
-79,185
41
$63.7M 0.53%
2,178,899
-145,473
42
$59.7M 0.49%
1,413,938
-113,381
43
$59.2M 0.49%
4,079,551
-280,338
44
$58.2M 0.48%
1,331,026
-61,004
45
$57.5M 0.47%
1,900,000
-95,475
46
$57.4M 0.47%
142,111
-10,295
47
$56.3M 0.46%
2,886,210
-205,381
48
$54.8M 0.45%
+517,156
49
$54.6M 0.45%
1,176,243
-60,274
50
$53.8M 0.44%
1,129,492
-88,775
1
2
3