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
76
-2,205