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
$4.56B
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$31.4M
3
+$23.5M
4
AMT icon
American Tower
AMT
+$22.9M
5
SJM icon
J.M. Smucker
SJM
+$22.4M

Top Sells

1
+$40.5M
2
+$39.6M
3
+$31.2M
4
J icon
Jacobs Solutions
J
+$25.1M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$24.1M

Sector Composition

1 Financials 15.43%
2 Healthcare 9.81%
3 Consumer Discretionary 8.88%
4 Technology 8.56%
5 Industrials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$30.9M 0.68%
1,148,540
-140,512
52
$30.9M 0.68%
331,475
-11,495
53
$30.9M 0.68%
1,916,598
-60,605
54
$30.9M 0.68%
674,323
-124,898
55
$30.6M 0.67%
573,632
+24,628
56
$29.7M 0.65%
433,861
-7,028
57
$29.4M 0.65%
845,850
-59,007
58
$29.4M 0.64%
154,950
-3,112
59
$29.3M 0.64%
420,714
+19,153
60
$28.7M 0.63%
444,142
+12,464
61
$28.2M 0.62%
475,492
-11,319
62
$27.4M 0.6%
677,998
+109,586
63
$27.3M 0.6%
309,897
-3,747
64
$27.1M 0.6%
233,797
+37,499
65
$26.9M 0.59%
372,511
-10,280
66
$26.8M 0.59%
429,225
+24,554
67
$26.6M 0.58%
744,387
+72,690
68
$26.5M 0.58%
400,921
+15,650
69
$26.1M 0.57%
844,642
-812,020
70
$25.8M 0.57%
454,002
+10,000
71
$25.3M 0.55%
218,961
+1,142
72
$25.1M 0.55%
419,507
-8,147
73
$24.5M 0.54%
585,777
+181,150
74
$24.3M 0.53%
337,733
+26,242
75
$24.1M 0.53%
196,718
+11,688
1 2
3
4 5