MIH
Madison Investment Holdings Portfolio holdings
AUM
$6.16B
1-Year Return
11.71%
This Quarter Return
-0.66%
1 Year Return
+11.71%
3 Year Return
+48.7%
5 Year Return
+77.84%
10 Year Return
–
AUM
$4.54B
AUM Growth
-$339M
(-6.9%)
Cap. Flow
-$275M
Cap. Flow
% of AUM
-6.07%
Top 10 Holdings %
Top 10 Hldgs %
20.32%
Holding
230
New
10
Increased
67
Reduced
109
Closed
17
Top Buys
| 1 |
TJX Companies
TJX
|
+$33.4M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
+$32.5M |
| 3 |
Progressive
PGR
|
+$31.8M |
| 4 |
Citigroup
C
|
+$31.1M |
| 5 |
Vanguard Growth ETF
VUG
|
+$24.8M |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
+$42.4M |
| 2 |
Wabtec
WAB
|
+$27.3M |
| 3 |
ESV
Ensco Rowan plc
ESV
|
+$24.8M |
| 4 |
Bio-Techne
TECH
|
+$22.8M |
| 5 |
Deere & Co
DE
|
+$22.5M |
Sector Composition
| 1 | Financials | 17.78% |
| 2 | Consumer Discretionary | 12.03% |
| 3 | Healthcare | 11.72% |
| 4 | Industrials | 10.17% |
| 5 | Technology | 10.11% |