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
51
$33.2M 0.73%
469,530
+460,744
52
$32.2M 0.71%
2,273,798
-899,715
53
$32.1M 0.71%
439,253
-38,509
54
$31.9M 0.7%
339,958
-17,287
55
$31.9M 0.7%
1,830,687
+113,723
56
$31.8M 0.7%
+1,258,604
57
$31.8M 0.7%
249,632
-9,830
58
$31.2M 0.69%
357,313
-19,291
59
$31.1M 0.69%
+600,517
60
$30.6M 0.67%
1,215,468
-141,168
61
$30M 0.66%
769,564
-456,187
62
$29.8M 0.66%
161,652
-13,414
63
$29.6M 0.65%
393,902
-43,630
64
$28.8M 0.64%
191,958
-15,697
65
$28.6M 0.63%
597,769
+109,631
66
$28.1M 0.62%
703,540
+88,012
67
$27.2M 0.6%
522,478
+2,372
68
$27.2M 0.6%
439,749
-9,745
69
$26.7M 0.59%
284,042
-12,954
70
$25.9M 0.57%
639,410
-52,931
71
$25.5M 0.56%
392,500
+28,500
72
$25.1M 0.55%
1,953,039
+872,559
73
$25.1M 0.55%
273,347
-28,077
74
$25M 0.55%
253,903
-160,770
75
$24.8M 0.55%
797,363
+94,824
1 2
3
4 5