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
$13.3B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$240M
2 +$218M
3 +$143M
4
PGR icon
Progressive
PGR
+$42.7M
5
DG icon
Dollar General
DG
+$40.4M

Top Sells

1 +$350M
2 +$252M
3 +$153M
4
TJX icon
TJX Companies
TJX
+$75.2M
5
BKNG icon
Booking.com
BKNG
+$72.9M

Sector Composition

1 Financials 23.25%
2 Industrials 20.8%
3 Healthcare 14.23%
4 Consumer Staples 11.85%
5 Technology 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,120