FMI

Fiduciary Management Inc Portfolio holdings

AUM $9.09B
1-Year Est. Return 10.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.82%
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 +$246M
2 +$203M
3 +$132M
4
PGR icon
Progressive
PGR
+$40.6M
5
DG icon
Dollar General
DG
+$39.6M

Top Sells

1 +$350M
2 +$252M
3 +$157M
4
TJX icon
TJX Companies
TJX
+$76.1M
5
BKNG icon
Booking.com
BKNG
+$69.5M

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