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
$5.83B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$96.6M
2
+$55.1M
3
+$41M
4
PCAR icon
PACCAR
PCAR
+$35.8M
5
BFH icon
Bread Financial
BFH
+$26.3M

Top Sells

1
+$63.8M
2
+$38.3M
3
+$32.6M
4
DVA icon
DaVita
DVA
+$31.4M
5
OMC icon
Omnicom Group
OMC
+$27.9M

Sector Composition

1 Financials 14.27%
2 Healthcare 9.59%
3 Consumer Discretionary 9.18%
4 Technology 8.03%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$600K 0.01%
5,419
+191
227
$558K 0.01%
27,384
+1,564
228
$551K 0.01%
6,824
+313
229
$511K 0.01%
2,496
230
$497K 0.01%
7,334
231
$493K 0.01%
9,285
-27
232
$443K 0.01%
2,062
233
$438K 0.01%
4,850
+100
234
$438K 0.01%
3,400
235
$427K 0.01%
3,211
236
$419K 0.01%
3,713
-27,177
237
$409K 0.01%
14,205
+2,516
238
$403K 0.01%
4,020
+1,060
239
$402K 0.01%
9,356
240
$378K 0.01%
+2,297
241
$362K 0.01%
8,300
242
$355K 0.01%
+4,500
243
$348K 0.01%
4,355
244
$338K 0.01%
+13,401
245
$326K 0.01%
3,852
+74
246
$312K 0.01%
4,252
247
$309K 0.01%
7,195
+144
248
$281K ﹤0.01%
4,524
-250
249
$276K ﹤0.01%
2,800
250
$250K ﹤0.01%
4,500
7 8 9
10
11