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
$13.6B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$67.8M
3
+$49.5M
4
MU icon
Micron Technology
MU
+$42.8M
5
ACGL icon
Arch Capital
ACGL
+$35.9M

Top Sells

1
+$173M
2
+$158M
3
+$152M
4
SCHW icon
Charles Schwab
SCHW
+$115M
5
CB icon
Chubb
CB
+$71.6M

Sector Composition

1 Financials 23.1%
2 Industrials 18.99%
3 Healthcare 13.54%
4 Technology 11.12%
5 Communication Services 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,453,182
77
– –
-470,865
78
– –
-388,702
1 2 3
4