MIA

Madison Investment Advisors Portfolio holdings

AUM $8.87B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.87B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1 +$410M
2 +$258M
3 +$255M
4
CPRT icon
Copart
CPRT
+$254M
5
IT icon
Gartner
IT
+$245M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.63%
2 Financials 20.39%
3 Industrials 13.36%
4 Consumer Discretionary 12.64%
5 Healthcare 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HWM icon
301
Howmet Aerospace
HWM
$84.8B
$273K ﹤0.01%
+2,500
TMO icon
302
Thermo Fisher Scientific
TMO
$224B
$270K ﹤0.01%
+519
IWM icon
303
iShares Russell 2000 ETF
IWM
$76.8B
$268K ﹤0.01%
+1,211
BSX icon
304
Boston Scientific
BSX
$137B
$263K ﹤0.01%
+2,950
VWO icon
305
Vanguard FTSE Emerging Markets ETF
VWO
$113B
$258K ﹤0.01%
+5,851
NUE icon
306
Nucor
NUE
$40.3B
$252K ﹤0.01%
+2,161
WMT icon
307
Walmart Inc
WMT
$934B
$242K ﹤0.01%
+2,676
PHM icon
308
Pultegroup
PHM
$24.9B
$233K ﹤0.01%
+2,140
CSX icon
309
CSX Corp
CSX
$69.8B
$222K ﹤0.01%
+6,888
NOW icon
310
ServiceNow
NOW
$121B
$221K ﹤0.01%
+1,040
BMY icon
311
Bristol-Myers Squibb
BMY
$112B
$213K ﹤0.01%
+3,768
JCI icon
312
Johnson Controls International
JCI
$73.5B
$213K ﹤0.01%
+2,700