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
$17.3B
AUM Growth
+$941M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$226M
2 +$189M
3 +$188M
4
LVLT
Level 3 Communications Inc
LVLT
+$127M
5
COR icon
Cencora
COR
+$54.7M

Top Sells

1 +$265M
2 +$162M
3 +$160M
4
AXP icon
American Express
AXP
+$96.8M
5
PRGS icon
Progress Software
PRGS
+$55.6M

Sector Composition

1 Industrials 19.35%
2 Financials 16.52%
3 Technology 15.72%
4 Communication Services 11.99%
5 Healthcare 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-12,690