MAM

Madison Asset Management Portfolio holdings

AUM $9.26B
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.7B
AUM Growth
+$833M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$48.5M
2 +$39.7M
3 +$29.3M
4
MC icon
Moelis & Co
MC
+$29M
5
PPG icon
PPG Industries
PPG
+$28.9M

Top Sells

1 +$34.8M
2 +$25.4M
3 +$25M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$24.1M
5
J icon
Jacobs Solutions
J
+$23.9M

Sector Composition

1 Financials 16.49%
2 Technology 11.93%
3 Healthcare 10.46%
4 Industrials 10.15%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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