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
$6.37B
AUM Growth
+$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1 +$30M
2 +$29.8M
3 +$26.3M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$24.6M
5
MS icon
Morgan Stanley
MS
+$20.5M

Top Sells

1 +$41.9M
2 +$34.9M
3 +$33.9M
4
VZ icon
Verizon
VZ
+$25.9M
5
CLVT icon
Clarivate
CLVT
+$23.7M

Sector Composition

1 Financials 21.07%
2 Technology 16.04%
3 Industrials 11.58%
4 Consumer Discretionary 9.45%
5 Healthcare 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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