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
$17B
AUM Growth
-$612M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$219M
2
+$160M
3
+$76.2M
4
EBAY icon
eBay
EBAY
+$32.6M
5
R icon
Ryder
R
+$26.3M

Top Sells

1
+$448M
2
+$222M
3
+$141M
4
UNH icon
UnitedHealth
UNH
+$76.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$69.8M

Sector Composition

1 Industrials 19.52%
2 Financials 17.23%
3 Technology 15.24%
4 Communication Services 11.13%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$787M 4.64%
6,823,926
-334,846
2
$733M 4.32%
5,684,470
-590,569
3
$723M 4.26%
5,092,851
-491,973
4
$722M 4.25%
8,432,341
-209,734
5
$699M 4.12%
22,881,014
-2,240,328
6
$695M 4.1%
9,429,794
-446,377
7
$636M 3.75%
7,642,750
-730,091
8
$628M 3.7%
36,903,842
+4,477,323
9
$618M 3.64%
11,182,547
-1,091,154
10
$607M 3.58%
17,268,078
-4,001,305
11
$599M 3.53%
9,676,488
-506,977
12
$530M 3.12%
14,396,712
-1,454,891
13
$514M 3.03%
10,531,324
+438,366
14
$468M 2.76%
12,831,032
-1,219,440
15
$454M 2.67%
19,016,842
+1,367,451
16
$452M 2.66%
4,292,980
+119,336
17
$437M 2.57%
7,546,477
-3,838,097
18
$394M 2.32%
10,406,634
-1,040,913
19
$378M 2.23%
3,535,257
-4,192,446
20
$361M 2.13%
5,877,224
-548,778
21
$358M 2.11%
7,927,996
-786,214
22
$301M 1.78%
2,162,340
-220,191
23
$293M 1.73%
10,694,686
-791,162
24
$233M 1.37%
2,692,982
-238,383
25
$219M 1.29%
+7,840,650
1
2 3 4