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
AZN icon
201
AstraZeneca
AZN
$284B
$3.33M 0.04%
+50,789
OLN icon
202
Olin
OLN
$2.46B
$3.32M 0.04%
+98,170
BBJP icon
203
JPMorgan BetaBuilders Japan ETF
BBJP
$15.1B
$3.31M 0.04%
+60,232
NVDA icon
204
NVIDIA
NVDA
$4.28T
$3.19M 0.04%
+23,741
BWIN
205
Baldwin Insurance Group
BWIN
$1.7B
$3.16M 0.04%
+81,541
CCJ icon
206
Cameco
CCJ
$39.1B
$3.13M 0.04%
+60,932
INFY icon
207
Infosys
INFY
$71.9B
$3.08M 0.03%
+140,495
GOOGL icon
208
Alphabet (Google) Class A
GOOGL
$3.72T
$3.05M 0.03%
+16,102
CYBR icon
209
CyberArk
CYBR
$22.7B
$3.03M 0.03%
+9,081
OLLI icon
210
Ollie's Bargain Outlet
OLLI
$6.93B
$2.94M 0.03%
+26,807
WFC icon
211
Wells Fargo
WFC
$292B
$2.92M 0.03%
+41,587
VUG icon
212
Vanguard Growth ETF
VUG
$200B
$2.83M 0.03%
+6,894
HEDJ icon
213
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.77B
$2.76M 0.03%
+63,216
MRK icon
214
Merck
MRK
$249B
$2.75M 0.03%
+27,684
SPMD icon
215
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.1B
$2.64M 0.03%
+48,222
IRM icon
216
Iron Mountain
IRM
$24.4B
$2.56M 0.03%
+24,369
VFC icon
217
VF Corp
VFC
$7.53B
$2.54M 0.03%
+118,327
SAP icon
218
SAP
SAP
$285B
$2.51M 0.03%
+10,194
KN icon
219
Knowles
KN
$1.92B
$2.49M 0.03%
+124,841
SONY icon
220
Sony
SONY
$159B
$2.47M 0.03%
+116,706
CP icon
221
Canadian Pacific Kansas City
CP
$67B
$2.47M 0.03%
+34,118
DLTH icon
222
Duluth Holdings
DLTH
$115M
$2.36M 0.03%
+762,777
MEDP icon
223
Medpace
MEDP
$15.7B
$2.31M 0.03%
+6,946
MWA icon
224
Mueller Water Products
MWA
$3.92B
$2.3M 0.03%
+102,090
TMUS icon
225
T-Mobile US
TMUS
$219B
$2.21M 0.02%
+10,000