MIH

Madison Investment Holdings Portfolio holdings

AUM $6.16B
1-Year Est. Return 11.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.57B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$120M
2 +$113M
3 +$95.4M
4
OMC icon
Omnicom Group
OMC
+$95.3M
5
BND icon
Vanguard Total Bond Market
BND
+$86.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.77%
2 Industrials 12.75%
3 Healthcare 11.25%
4 Technology 10.01%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$211K ﹤0.01%
+6,460
227
$210K ﹤0.01%
+4,212
228
$204K ﹤0.01%
+5,023