MAM

Madison Asset Management Portfolio holdings

AUM $9.07B
1-Year Est. Return 7.62%
This Quarter Est. Return
1 Year Est. Return
+7.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.8B
AUM Growth
+$819M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$57.2M
2
+$45.5M
3
+$32.2M
4
CLVT icon
Clarivate
CLVT
+$27.9M
5
BN icon
Brookfield
BN
+$20.4M

Top Sells

1
+$52M
2
+$45.3M
3
+$43M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$32.9M
5
ORLY icon
O'Reilly Automotive
ORLY
+$29M

Sector Composition

1 Financials 18.82%
2 Technology 14.64%
3 Industrials 9.94%
4 Healthcare 9.65%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.13M 0.02%
+9,583
252
$1.12M 0.02%
4,647
-5
253
$1.03M 0.02%
9,605
254
$904K 0.01%
+13,317
255
$887K 0.01%
30,083
256
$846K 0.01%
15,242
257
$804K 0.01%
3,400
+400
258
$802K 0.01%
8,754
259
$802K 0.01%
15,396
+1,394
260
$797K 0.01%
36,557
261
$746K 0.01%
23,824
262
$713K 0.01%
32,838
-36
263
$702K 0.01%
39,435
264
$678K 0.01%
7,740
+480
265
$670K 0.01%
25,160
266
$585K 0.01%
+4,839
267
$562K 0.01%
17,955
268
$555K 0.01%
6,704
269
$531K 0.01%
4,500
270
$524K 0.01%
4,351
271
$515K 0.01%
+5,900
272
$511K 0.01%
2,460
+359
273
$501K 0.01%
+1,525
274
$470K 0.01%
8,035
+600
275
$463K 0.01%
2,965
9 10
11
12 13