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
51
$49.4M 0.41%
63,431
-39,380
52
$48.7M 0.4%
607,744
-38,556
53
$47.5M 0.39%
839,637
+122,833
54
$46.8M 0.39%
795,967
-42,491
55
$45.1M 0.37%
821,325
-47,849
56
$43.9M 0.36%
620,838
+239,843
57
$40.3M 0.33%
585,358
-26,521
58
$37.3M 0.31%
509,021
-33,268
59
$34.4M 0.28%
624,824
-42,247
60
$33.3M 0.28%
1,222,005
-57,627
61
$31.9M 0.26%
565,736
-56,624
62
$28.9M 0.24%
4,677,900
-2,039,525
63
$22.6M 0.19%
356,711
-230,066
64
$21M 0.17%
+185,464
65
$19.6M 0.16%
139,472
+19,970
66
$15.2M 0.13%
872,451
-22,837
67
$289K ﹤0.01%
860
-815
68
– –
-2,475
69
– –
-2,758
70
– –
-262,494
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