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
$5.83B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$96.6M
2
+$55.1M
3
+$41M
4
PCAR icon
PACCAR
PCAR
+$35.8M
5
BFH icon
Bread Financial
BFH
+$26.3M

Top Sells

1
+$63.8M
2
+$38.3M
3
+$32.6M
4
DVA icon
DaVita
DVA
+$31.4M
5
OMC icon
Omnicom Group
OMC
+$27.9M

Sector Composition

1 Financials 14.27%
2 Healthcare 9.59%
3 Consumer Discretionary 9.18%
4 Technology 8.03%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$60.1M 1.03%
883,763
-410,462
27
$58.7M 1.01%
1,033,298
+214,894
28
$58.2M 1%
495,898
+71,228
29
$56.7M 0.97%
589,115
-5,706
30
$55.1M 0.94%
559,778
+75,542
31
$54.3M 0.93%
1,835,506
+72,645
32
$54.1M 0.93%
3,727,784
-437,948
33
$53.7M 0.92%
2,317,845
-1,406,310
34
$53M 0.91%
721,457
+29,942
35
$52.6M 0.9%
350,400
-60,562
36
$51M 0.88%
351,167
-4,434
37
$49.9M 0.86%
170,612
-26,523
38
$49.5M 0.85%
447,258
-29,530
39
$49.1M 0.84%
637,066
+3,052
40
$48M 0.82%
890,294
+25,040
41
$47.4M 0.81%
843,368
-32,345
42
$47M 0.81%
314,727
+16,698
43
$45.7M 0.78%
524,347
+1,530
44
$45.7M 0.78%
399,588
-21,620
45
$44.8M 0.77%
263,211
-6,420
46
$43.8M 0.75%
498,305
+64,866
47
$43.7M 0.75%
472,939
-31,567
48
$42.5M 0.73%
2,406,867
+38,832
49
$42.5M 0.73%
414,383
-2,636
50
$42.4M 0.73%
710,153
+193,247
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