MIH
Madison Investment Holdings Portfolio holdings
AUM
$6.16B
1-Year Return
11.71%
This Quarter Return
+6.55%
1 Year Return
+11.71%
3 Year Return
+48.7%
5 Year Return
+77.84%
10 Year Return
–
AUM
$4.67B
AUM Growth
+$130M
(+2.9%)
Cap. Flow
-$128M
Cap. Flow
% of AUM
-2.75%
Top 10 Holdings %
Top 10 Hldgs %
20.4%
Holding
229
New
16
Increased
68
Reduced
107
Closed
18
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
+$42.1M |
| 2 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$36.6M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$29.2M |
| 4 |
TE Connectivity
TEL
|
+$28M |
| 5 |
Duke Energy
DUK
|
+$28M |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$53.8M |
| 2 |
eBay
EBAY
|
+$37.2M |
| 3 |
WAIR
WESCO Aircraft Holdings Inc.
WAIR
|
+$31.9M |
| 4 |
FedEx
FDX
|
+$27.2M |
| 5 |
CarMax
KMX
|
+$26.5M |
Sector Composition
| 1 | Financials | 16.77% |
| 2 | Healthcare | 12.24% |
| 3 | Consumer Discretionary | 10.3% |
| 4 | Technology | 10.1% |
| 5 | Industrials | 9.57% |