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
$5.1B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$93.6M
3
+$78.3M
4
SJM icon
J.M. Smucker
SJM
+$50.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$32.7M

Top Sells

1
+$30M
2
+$26.6M
3
+$24.9M
4
AAP icon
Advance Auto Parts
AAP
+$21.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.2M

Sector Composition

1 Financials 14.69%
2 Healthcare 11.8%
3 Consumer Discretionary 8.74%
4 Industrials 8.35%
5 Technology 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$34.1M 0.67%
810,473
+69,960
52
$33.9M 0.67%
615,391
-172,860
53
$33.6M 0.66%
902,100
-29,116
54
$33.1M 0.65%
347,444
-67,756
55
$32.9M 0.64%
409,239
-71,914
56
$32.8M 0.64%
421,004
-11,030
57
$32.7M 0.64%
276,617
-47,951
58
$32.7M 0.64%
+407,489
59
$32M 0.63%
541,734
+6,142
60
$31.9M 0.63%
392,684
-18,424
61
$31.9M 0.63%
192,645
+14,396
62
$31M 0.61%
1,275,879
+405,225
63
$30.9M 0.61%
431,072
-12,233
64
$30.8M 0.6%
364,271
-132
65
$30.6M 0.6%
1,123,450
-77,617
66
$30.4M 0.6%
2,029,485
-93,579
67
$29.4M 0.58%
1,073,826
-8,136
68
$29.2M 0.57%
1,424,184
+322,194
69
$28.7M 0.56%
330,418
-5,737
70
$28.4M 0.56%
369,471
+30,976
71
$27.7M 0.54%
574,601
-26,841
72
$26.7M 0.52%
408,611
-19,301
73
$26.5M 0.52%
233,436
+91,451
74
$26.4M 0.52%
+344,139
75
$25.6M 0.5%
+190,588
1 2
3
4 5