MIH

Madison Investment Holdings Portfolio holdings

AUM $6.16B
1-Year Est. Return 11.71%
This Quarter Est. Return
1 Year Est. Return
+11.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.16B
AUM Growth
+$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$42.5M
3
+$41M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$31.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$31.2M

Top Sells

1
+$36.2M
2
+$35.8M
3
+$34.7M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$31.5M
5
BDX icon
Becton Dickinson
BDX
+$27.3M

Sector Composition

1 Financials 15.78%
2 Healthcare 11.37%
3 Industrials 11.11%
4 Technology 10.65%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$275K 0.01%
5,172
+284
227
$260K 0.01%
4,212
228
$260K 0.01%
6,435
-102
229
$239K ﹤0.01%
+4,850
230
$238K ﹤0.01%
4,195
231
$227K ﹤0.01%
5,497
232
$225K ﹤0.01%
+6,365
233
$217K ﹤0.01%
3,147
234
$201K ﹤0.01%
+2,007
235
– –
-5,124
236
– –
-119,000
237
– –
-25,000
238
– –
-3,000
239
– –
-5,999
240
– –
-345,020
241
– –
-15,064
242
– –
-1,084,887
243
– –
-123,807
244
– –
-160,000
245
– –
-5,009
6 7 8 9
10