MAM
Madison Asset Management Portfolio holdings
AUM
$9.26B
This Quarter Return
+6.32%
1 Year Return
+11.98%
3 Year Return
+56.68%
5 Year Return
+106.16%
10 Year Return
–
AUM
$9.26B
AUM Growth
+$9.26B
(+3.2%)
Cap. Flow
-$84.7M
Cap. Flow
% of AUM
-0.91%
Top 10 Holdings %
Top 10 Hldgs %
26.72%
Holding
371
New
22
Increased
102
Reduced
170
Closed
33
Top Buys
| 1 |
Medpace
MEDP
|
$90.2M |
| 2 |
CDW
CDW
|
$87.2M |
| 3 |
Gartner
IT
|
$60.9M |
| 4 |
Arista Networks
ANET
|
$56.7M |
| 5 |
Floor & Decor
FND
|
$42.9M |
Top Sells
| 1 |
Dollar Tree
DLTR
|
$128M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$98.6M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$65.8M |
| 4 |
Brown-Forman Class B
BF.B
|
$64M |
| 5 |
Analog Devices
ADI
|
$27.4M |
Sector Composition
| 1 | Technology | 23.25% |
| 2 | Financials | 19.94% |
| 3 | Industrials | 13.71% |
| 4 | Consumer Discretionary | 12.23% |
| 5 | Healthcare | 9.36% |
