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
$4.95B
AUM Growth
-$880M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$55.8M
2 +$49.7M
3 +$38.9M
4
TEL icon
TE Connectivity
TEL
+$28.1M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$26.9M

Top Sells

1 +$72.3M
2 +$36.9M
3 +$33.4M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$33.1M
5
SJM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-10,057