MAP

Madison Avenue Partners Portfolio holdings

AUM $1.5B
1-Year Est. Return 26.66%
This Quarter Est. Return
1 Year Est. Return
+26.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$131M
2 +$36.4M
3 +$31.8M
4
SOLV icon
Solventum
SOLV
+$25.3M
5
EDR
Endeavor Group Holdings, Inc.
EDR
+$20.9M

Top Sells

1 +$77.8M
2 +$21.1M
3 +$20M
4
ATMU icon
Atmus Filtration Technologies
ATMU
+$12M
5
ZIMV
ZimVie
ZIMV
+$4.27M

Sector Composition

1 Healthcare 43.51%
2 Communication Services 30.19%
3 Consumer Staples 17.93%
4 Industrials 3.25%
5 Financials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-415,366
27
-240,903