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
$5.41B
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$34.3M
3
+$33.7M
4
WAB icon
Wabtec
WAB
+$29.8M
5
LOW icon
Lowe's Companies
LOW
+$24M

Top Sells

1
+$54.8M
2
+$28.6M
3
+$27.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$20.3M
5
BAX icon
Baxter International
BAX
+$17.6M

Sector Composition

1 Financials 15.1%
2 Healthcare 9.09%
3 Technology 8.99%
4 Industrials 8.08%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$36.8M 0.68%
817,470
-231,357
52
$36.6M 0.68%
168,336
-12,914
53
$34.9M 0.64%
670,559
-50,956
54
$34.3M 0.63%
274,174
+32,586
55
$33.7M 0.62%
+1,248,090
56
$32.9M 0.61%
360,134
+40,270
57
$32.6M 0.6%
538,445
+39,930
58
$31.6M 0.58%
878,516
-239,892
59
$31.6M 0.58%
248,287
+50,129
60
$30.9M 0.57%
495,136
-22,426
61
$29.8M 0.55%
+325,276
62
$29.6M 0.55%
1,222,135
+103,300
63
$28.1M 0.52%
183,071
-5,132
64
$28M 0.52%
1,515,804
-23,848
65
$27.8M 0.51%
829,745
+34,100
66
$27.7M 0.51%
249,622
+2,540
67
$27.7M 0.51%
1,608,700
-44,500
68
$27.4M 0.51%
273,835
-1,369
69
$27.2M 0.5%
2,495,712
+317,036
70
$26.9M 0.5%
388,155
+15,472
71
$26.8M 0.5%
242,538
+23,547
72
$26.8M 0.5%
732,440
+239,373
73
$26.6M 0.49%
180,704
-13,683
74
$26.5M 0.49%
1,763,685
-291,078
75
$25.9M 0.48%
495,515
-113,120
1 2
3
4 5