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
$4.54B
AUM Growth
-$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$31.8M
3
+$31M
4
C icon
Citigroup
C
+$30.2M
5
VUG icon
Vanguard Growth ETF
VUG
+$24.9M

Top Sells

1
+$42.7M
2
+$27.3M
3
+$24.8M
4
TECH icon
Bio-Techne
TECH
+$22.8M
5
MKL icon
Markel Group
MKL
+$22.6M

Sector Composition

1 Financials 17.78%
2 Consumer Discretionary 12.03%
3 Healthcare 11.72%
4 Technology 10.11%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-248,815
227
– –
-180,110
228
– –
-72,598
6 7 8 9
10