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MAM

Madison Asset Management Portfolio holdings

AUM $8.06B
1-Year Est. Return 11.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.38B
AUM Growth
+$566M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$35M
3
+$29.4M
4
BF.B icon
Brown-Forman Class B
BF.B
+$20.9M
5
FWONK icon
Liberty Media Series C
FWONK
+$17.5M

Top Sells

1
+$67.2M
2
+$54.8M
3
+$51.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$33.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33.3M

Sector Composition

1 Financials 18.36%
2 Technology 16.54%
3 Industrials 12.29%
4 Consumer Discretionary 10.74%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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-5,064
302
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-159,801
303
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-51,990
304
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-35,565
305
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-7,754
306
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-4,899
307
– –
-1,004,034
308
– –
-248,920
309
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-359,038
310
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311
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-71,624
312
– –
-3,903
9 10 11 12
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