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
$4.87B
AUM Growth
-$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1 +$82.7M
2 +$37.1M
3 +$34.3M
4
IT icon
Gartner
IT
+$30.7M
5
ADBE icon
Adobe
ADBE
+$28.2M

Top Sells

1 +$60.6M
2 +$53.8M
3 +$41M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$40.5M
5
XOM icon
Exxon Mobil
XOM
+$31.9M

Sector Composition

1 Financials 17.07%
2 Healthcare 11.69%
3 Technology 10.73%
4 Industrials 9.58%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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