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
$944M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$76.3M
2 +$61.9M
3 +$52.2M
4
INVX
Innovex International
INVX
+$9.25M

Top Sells

1 +$131M
2 +$81.3M
3 +$47.1M
4
DCO icon
Ducommun
DCO
+$23.9M
5
NWSA icon
News Corp Class A
NWSA
+$11.4M

Sector Composition

1 Healthcare 42.72%
2 Communication Services 22.63%
3 Consumer Staples 21.72%
4 Materials 6.55%
5 Financials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,353,321
27
-79,400