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
$4.54B
AUM Growth
-$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$32.5M
3
+$31.8M
4
C icon
Citigroup
C
+$31.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$24.8M

Top Sells

1
+$42.4M
2
+$27.3M
3
+$24.8M
4
TECH icon
Bio-Techne
TECH
+$22.8M
5
DE icon
Deere & Co
DE
+$22.5M

Sector Composition

1 Financials 17.78%
2 Consumer Discretionary 12.03%
3 Healthcare 11.72%
4 Industrials 10.17%
5 Technology 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.9M 1.14%
574,146
-5,973
27
$50.3M 1.11%
545,501
+12,743
28
$50M 1.1%
532,366
-61,479
29
$50M 1.1%
1,116,722
+80,771
30
$46.8M 1.03%
1,409,383
+105,386
31
$45.9M 1.01%
917,856
+232,762
32
$45M 0.99%
1,521,238
+1,129,448
33
$44.2M 0.98%
642,511
-21,300
34
$43.3M 0.95%
971,526
+105,630
35
$41.6M 0.92%
360,786
+46,982
36
$41.1M 0.91%
327,808
-31,383
37
$38.8M 0.86%
585,194
-92,903
38
$38.8M 0.86%
389,238
+249,296
39
$38.5M 0.85%
1,371,577
-146,601
40
$36.9M 0.81%
1,347,259
+128,394
41
$35.9M 0.79%
428,616
+121,198
42
$35.4M 0.78%
656,002
-1,100
43
$34.9M 0.77%
509,854
-47,683
44
$34.8M 0.77%
436,655
+20,872
45
$34.7M 0.76%
509,680
-62,247
46
$34.3M 0.76%
661,588
-30,385
47
$34.3M 0.76%
397,740
-6,907
48
$34M 0.75%
210,295
-4,200
49
$33.8M 0.74%
741,058
-63,597
50
$33.8M 0.74%
891,003
+125,925
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