FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q3 2019
Top Holdings67 positions
Chubb Ltd | 4.4M | $708.7M | 4.6% | $127.28 | +14.03% | 3 qtrssince 2019-Q1 | Increased 62 |
Berkshire Hathaway Inc | 3M | $628.4M | 4.1% | $200.96 | +3.51% | 3 qtrssince 2019-Q1 | Increased 58 |
Dollar General Corp | 3.8M | $611.9M | 4.0% | $108.54 | +34.79% | 3 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 3.1M | $588.7M | 3.8% | $159.24 | +9.63% | 3 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co | 4.5M | $530.1M | 3.4% | $84.09 | +17.18% | 3 qtrssince 2019-Q1 | Increased 60 |
Honeywell International Inc | 3.1M | $527.4M | 3.4% | $130.23 | +6.79% | 3 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 2.3M | $510M | 3.3% | $216.00 | -10.88% | 3 qtrssince 2019-Q1 | Increased 60 |
Quest Diagnostics Inc | 4.7M | $504.3M | 3.3% | $78.66 | +18.03% | 3 qtrssince 2019-Q1 | Increased 62 |
Masco Corp | 12.1M | $502.9M | 3.3% | $34.71 | +6.68% | 3 qtrssince 2019-Q1 | Decreased 0 |
Schlumberger Ltd | 14.5M | $495.1M | 3.2% | $34.48 | -15.27% | 3 qtrssince 2019-Q1 | Increased 72 |
Dollar Tree Inc | 4.3M | $488.2M | 3.2% | $105.04 | +8.68% | 3 qtrssince 2019-Q1 | Decreased 0 |
TE Connectivity Ltd | 4.8M | $451.4M | 2.9% | $72.08 | +16.00% | 3 qtrssince 2019-Q1 | Decreased 0 |
Nutrien Ltd | 8.8M | $436.5M | 2.8% | $42.07 | -4.64% | 3 qtrssince 2019-Q1 | Decreased 0 |
Expeditors International of Wa | 5.8M | $433.3M | 2.8% | $69.80 | -2.74% | 3 qtrssince 2019-Q1 | Decreased 0 |
Omnicom Group Inc | 5.4M | $423.4M | 2.7% | $58.52 | +5.94% | 3 qtrssince 2019-Q1 | Increased 57 |
Nestle Sa Sp ADR | 3.9M | $421.5M | 2.7% | $80.83 | +13.88% | 3 qtrssince 2019-Q1 | Decreased 0 |
PepsiCo Inc | 2.9M | $398.2M | 2.6% | $99.93 | +12.23% | 3 qtrssince 2019-Q1 | Decreased 0 |
Smith & Nephew PLC | 8.3M | $398M | 2.6% | $34.01 | +20.58% | 3 qtrssince 2019-Q1 | Decreased 0 |
| 6.6M | $397.5M | 2.6% | — | — | 3 qtrssince 2019-Q1 | Decreased 0 | |
TJX Cos Inc/The | 7M | $392M | 2.5% | $48.47 | +3.94% | 3 qtrssince 2019-Q1 | Decreased 0 |
FIDUCIARY MANAGEMENT INC /WI/ manages $15.4B across 67 positions as of Q3 2019. Top holdings: CB (4.6%), BRK/B (4.1%), DG (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Added 5 new positions, exited 4, increased 19, trimmed 42. Top move: SLB (INCREASED, conviction 72). Portfolio: $15.4B across 67 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR