MIH

Madison Investment Holdings Portfolio holdings

AUM $6.16B
1-Year Est. Return 11.71%
This Quarter Est. Return
1 Year Est. Return
+11.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.16B
AUM Growth
+$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$42.5M
3
+$41M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$31.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$31.2M

Top Sells

1
+$36.2M
2
+$35.8M
3
+$34.7M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$31.5M
5
BDX icon
Becton Dickinson
BDX
+$27.3M

Sector Composition

1 Financials 15.78%
2 Healthcare 11.37%
3 Industrials 11.11%
4 Technology 10.65%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$53.6M 1.04%
1,029,571
+153,620
27
$53M 1.03%
625,431
+37,701
28
$52.9M 1.02%
1,895,037
-129,082
29
$52.4M 1.01%
2,267,479
+680,325
30
$52.2M 1.01%
1,380,632
+1,363,548
31
$51.3M 0.99%
641,391
+390,705
32
$49.8M 0.96%
1,712,847
-12,827
33
$49.1M 0.95%
685,191
+80,515
34
$48M 0.93%
945,511
-451,783
35
$47.9M 0.93%
1,112,008
+101,569
36
$47.9M 0.93%
2,406,189
-48,510
37
$46.8M 0.91%
3,639,624
-64,081
38
$45.5M 0.88%
343,601
+75,660
39
$45.1M 0.87%
360,754
+7,272
40
$44.6M 0.86%
539,057
-212,255
41
$44.2M 0.86%
998,012
+85,218
42
$44.1M 0.86%
2,203,376
-56,840
43
$44.1M 0.86%
586,761
+39,368
44
$43.8M 0.85%
1,044,392
-41,486
45
$43.7M 0.85%
915,053
+7,834
46
$43.4M 0.84%
372,581
-11,078
47
$42.5M 0.82%
+575,414
48
$41.5M 0.8%
855,433
-23,433
49
$41.2M 0.8%
924,607
-23,505
50
$41M 0.8%
+413,617
1
2
3 4 5