FMI

Fiduciary Management Inc Portfolio holdings

AUM $10.4B
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
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 +$74.2M
2 +$71.2M
3 +$51M
4
SNN icon
Smith & Nephew
SNN
+$49.9M
5
ACGL icon
Arch Capital
ACGL
+$37.6M

Top Sells

1 +$183M
2 +$173M
3 +$173M
4
SCHW icon
Charles Schwab
SCHW
+$119M
5
CB icon
Chubb
CB
+$73.7M

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