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

Top Buys

1
+$36.8M
2
+$34.3M
3
+$33.7M
4
WAB icon
Wabtec
WAB
+$29.8M
5
LOW icon
Lowe's Companies
LOW
+$24M

Top Sells

1
+$54.8M
2
+$28.6M
3
+$27.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$20.3M
5
BAX icon
Baxter International
BAX
+$17.6M

Sector Composition

1 Financials 15.1%
2 Healthcare 9.09%
3 Technology 8.99%
4 Industrials 8.08%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$57.2M 1.06%
830,157
-117,107
27
$54.5M 1.01%
728,071
+11,397
28
$53.7M 0.99%
670,785
+98,181
29
$52.4M 0.97%
700,297
+638
30
$51.6M 0.95%
595,061
-6,427
31
$47.9M 0.89%
511,175
+14,611
32
$47.8M 0.88%
403,543
-38,735
33
$46.9M 0.87%
426,742
+953
34
$44.8M 0.83%
1,438,053
+27,239
35
$44.3M 0.82%
767,601
+91,071
36
$42.8M 0.79%
323,367
+667
37
$42.6M 0.79%
754,864
-8,101
38
$41.9M 0.78%
1,040,279
+913,751
39
$41.6M 0.77%
1,929,682
-20,318
40
$40.9M 0.76%
1,276,983
-6,000
41
$40.5M 0.75%
287,917
-57,467
42
$39.8M 0.74%
903,589
+22,422
43
$39.5M 0.73%
609,274
-17,959
44
$39.3M 0.73%
346,405
-62,833
45
$38.5M 0.71%
1,880,651
+16,230
46
$38.5M 0.71%
645,279
-6,348
47
$38.1M 0.7%
1,056,022
+122,090
48
$37.8M 0.7%
1,215,396
-7,293
49
$37.6M 0.69%
363,993
-105,474
50
$37M 0.68%
527,924
-43,689
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