MIH
Madison Investment Holdings Portfolio holdings
AUM
$6.16B
1-Year Return
11.71%
This Quarter Return
-9.05%
1 Year Return
+11.71%
3 Year Return
+48.7%
5 Year Return
+77.84%
10 Year Return
–
AUM
$4.95B
AUM Growth
-$880M
(-15%)
Cap. Flow
-$277M
Cap. Flow
% of AUM
-5.6%
Top 10 Holdings %
Top 10 Hldgs %
18.32%
Holding
277
New
19
Increased
62
Reduced
139
Closed
47
Top Buys
| 1 |
Linde
LIN
|
+$55.8M |
| 2 |
Lowe's Companies
LOW
|
+$49.7M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$38.9M |
| 4 |
TE Connectivity
TEL
|
+$28.1M |
| 5 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$26.9M |
Top Sells
| 1 |
PX
Praxair Inc
PX
|
+$72.3M |
| 2 |
TJX Companies
TJX
|
+$36.9M |
| 3 |
iShare MSCI Eurozone ETF
EZU
|
+$33.4M |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$33.1M |
| 5 |
J.M. Smucker
SJM
|
+$32.8M |
Sector Composition
| 1 | Financials | 14.21% |
| 2 | Consumer Discretionary | 10.18% |
| 3 | Healthcare | 10.07% |
| 4 | Technology | 7.73% |
| 5 | Industrials | 7.16% |