MIA

Madison Investment Advisors Portfolio holdings

AUM $8.87B
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
$83.2B
$273K ﹤0.01%
+2,500
TMO icon
302
Thermo Fisher Scientific
TMO
$212B
$270K ﹤0.01%
+519
IWM icon
303
iShares Russell 2000 ETF
IWM
$70.4B
$268K ﹤0.01%
+1,211
BSX icon
304
Boston Scientific
BSX
$146B
$263K ﹤0.01%
+2,950
VWO icon
305
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$258K ﹤0.01%
+5,851
NUE icon
306
Nucor
NUE
$34B
$252K ﹤0.01%
+2,161
WMT icon
307
Walmart
WMT
$810B
$242K ﹤0.01%
+2,676
PHM icon
308
Pultegroup
PHM
$23.1B
$233K ﹤0.01%
+2,140
CSX icon
309
CSX Corp
CSX
$66.7B
$222K ﹤0.01%
+6,888
NOW icon
310
ServiceNow
NOW
$190B
$221K ﹤0.01%
+208
BMY icon
311
Bristol-Myers Squibb
BMY
$93.7B
$213K ﹤0.01%
+3,768
JCI icon
312
Johnson Controls International
JCI
$74.1B
$213K ﹤0.01%
+2,700