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
51
$54.4M 0.32%
498,600
+53,606
52
$54.1M 0.32%
123,761
-10,520
53
$54M 0.32%
761,571
-56,852
54
$52.8M 0.31%
823,625
-56,344
55
$51.9M 0.31%
1,125,800
-83,996
56
$49.2M 0.29%
102,488
-7,697
57
$47.2M 0.28%
2,168,215
+89,265
58
$46.1M 0.27%
2,633,550
+620,315
59
$45.5M 0.27%
1,885,080
-142,497
60
$45.2M 0.27%
4,017,201
-411,185
61
$44.6M 0.26%
1,183,494
-106,517
62
$43M 0.25%
3,254,475
+607,127
63
$37M 0.22%
671,721
-611,554
64
$36.5M 0.22%
354,532
-31,795
65
$34.5M 0.2%
1,424,388
-125,765
66
$31.8M 0.19%
319,112
-25,167
67
$28.1M 0.17%
392,625
-38,467
68
$27M 0.16%
1,343,100
+1,170,300
69
$4.76M 0.03%
8,500
-1,000
70
$218K ﹤0.01%
23,700
71
$212K ﹤0.01%
+2,700
72
– –
-46,115
73
– –
-1,386,157
74
– –
-17,735
75
– –
-56,370
1 2
3
4