MIH

Madison Investment Holdings Portfolio holdings

AUM $6.16B
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.41B
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$34.3M
3
+$33.7M
4
WAB icon
Wabtec
WAB
+$29.8M
5
LOW icon
Lowe's Companies
LOW
+$24M

Top Sells

1
+$54.8M
2
+$28.6M
3
+$27.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$20.3M
5
BAX icon
Baxter International
BAX
+$17.6M

Sector Composition

1 Financials 15.1%
2 Healthcare 9.09%
3 Technology 8.99%
4 Industrials 8.08%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$408K 0.01%
4,904
+1,231
227
$396K 0.01%
7,334
228
$377K 0.01%
3,171
229
$362K 0.01%
12,713
-19,308
230
$352K 0.01%
4,800
-55
231
$336K 0.01%
3,576
-114,060
232
$333K 0.01%
1,973
233
$326K 0.01%
7,545
+645
234
$314K 0.01%
13,485
-75
235
$299K 0.01%
4,600
236
$287K 0.01%
+10,248
237
$270K 0.01%
4,838
-100
238
$259K ﹤0.01%
3,492
239
$248K ﹤0.01%
2,800
240
$237K ﹤0.01%
1,848
-22
241
$218K ﹤0.01%
4,500
242
$212K ﹤0.01%
+5,121
243
$212K ﹤0.01%
3,600
-400
244
$200K ﹤0.01%
1,703
-11,673
245
– –
-46,500
246
– –
-10,833
247
– –
-13,973
248
– –
-15,476
249
– –
-10,468
250
– –
-9,295
7 8 9
10
11