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
51
$62.1M 0.37%
71,448
+20,835
52
$57.2M 0.34%
2,745,646
+14,511
53
$56.7M 0.34%
848,859
-13,444
54
$56.4M 0.34%
79,349
-35,847
55
$47.7M 0.29%
19,787
+114
56
$47.5M 0.29%
2,495,763
+26,313
57
$45M 0.27%
523,870
-10,517
58
$43.2M 0.26%
2,065,537
+11,692
59
$43.2M 0.26%
731,023
-6,181
60
$39.7M 0.24%
903,272
-408,351
61
$39.4M 0.24%
263,400
-5,217
62
$36.5M 0.22%
382,818
+1,830
63
$32.3M 0.19%
479,236
-318,595
64
$31.8M 0.19%
+191,300
65
$28.9M 0.17%
+437,285
66
$28.5M 0.17%
265,751
+2,076
67
$2.9M 0.02%
6,700
68
$125K ﹤0.01%
12,700
-11,000
69
– –
-2,700
70
– –
-3,783,205
71
– –
-697,943
1 2
3