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
$5.41B
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$34.5M
3
+$33.7M
4
WAB icon
Wabtec
WAB
+$27.1M
5
LOW icon
Lowe's Companies
LOW
+$25.3M

Top Sells

1
+$57.4M
2
+$28.6M
3
+$27.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$20.1M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$17.4M

Sector Composition

1 Financials 15.1%
2 Healthcare 9.09%
3 Technology 8.99%
4 Industrials 8.08%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-23,280
252
– –
-3,320
253
– –
-14,022
254
– –
-4,382
255
– –
-1,448
256
– –
-4,850
257
– –
-17,800
258
– –
-109,158
259
– –
-489,621
260
– –
-1,397,797
261
– –
-15,369
262
– –
-188,150
263
– –
-140,680
7 8 9 10
11