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
$4.88B
AUM Growth
-$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$35.9M
3
+$34.3M
4
OXY icon
Occidental Petroleum
OXY
+$28.3M
5
DE icon
Deere & Co
DE
+$22.9M

Top Sells

1
+$122M
2
+$89.8M
3
+$65.5M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$63.4M
5
BND icon
Vanguard Total Bond Market
BND
+$62.8M

Sector Composition

1 Financials 17.08%
2 Healthcare 11.67%
3 Industrials 11.08%
4 Consumer Discretionary 10.76%
5 Technology 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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