Fiduciary Management Inc wi/ 13F annual report
By William Rodriguez
Fiduciary Management Inc wi/ is an investment fund managing more than $9.9 trillion ran by Jessica Taske. There are currently 60 companies in Mrs. Taske’s portfolio. The largest investments include Booking Inc and Carlisle Cos. Inc., together worth $741 billion.
Limited to 30 biggest holdings
$9.9 trillion Assets Under Management (AUM)
As of 4th August 2023, Fiduciary Management Inc wi/’s top holding is 145,392 shares of Booking Inc currently worth over $393 billion and making up 4.0% of the portfolio value.Relative to the number of outstanding shares of Booking Inc, Fiduciary Management Inc wi/ owns more than approximately 0.1% of the company.In addition, the fund holds 1,358,234 shares of Carlisle Cos. Inc. worth $348 billion. The third-largest holding is Ferguson Plc worth $329 billion and the next is Alphabet Inc worth $326 billion, with 2,726,884 shares owned.
Currently, Fiduciary Management Inc wi/'s portfolio is worth at least $9.9 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Fiduciary Management Inc wi/
The Fiduciary Management Inc wi/ office and employees reside in Milwaukee, Wisconsin. According to the last 13-F report filed with the SEC, Jessica Taske serves as the Vice President at Fiduciary Management Inc wi/.
