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
51
$40.6M 0.79%
595,438
+323,839
52
$39.4M 0.76%
172,449
-634
53
$39.3M 0.76%
836,133
-43,955
54
$39.1M 0.76%
1,225,980
-406,830
55
$37.9M 0.74%
802,758
-206,550
56
$36.5M 0.71%
403,293
-321
57
$36.2M 0.7%
1,062,071
+5,956
58
$36M 0.7%
343,573
+38,350
59
$34.9M 0.68%
487,441
+262,500
60
$34.7M 0.67%
226,190
-6,919
61
$34.4M 0.67%
757,925
+15,390
62
$34.3M 0.66%
449,095
+209,276
63
$33.4M 0.65%
383,511
+6,947
64
$32.6M 0.63%
273,513
+183,018
65
$32.4M 0.63%
865,438
-11,430
66
$32.1M 0.62%
408,373
-3,423
67
$31.6M 0.61%
311,970
+19,179
68
$31.2M 0.6%
228,539
-7,315
69
$31.1M 0.6%
1,984,496
+452,714
70
$31.1M 0.6%
502,244
-14,558
71
$31.1M 0.6%
215,995
-3,000
72
$30.5M 0.59%
+189,323
73
$30.1M 0.58%
805,921
+5,430
74
$29.8M 0.58%
321,355
-5,075
75
$29.5M 0.57%
343,339
-47,681
1 2
3
4 5