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
76
$28.6M 0.55%
355,865
-11,401
77
$28.4M 0.55%
658,168
-21,595
78
$27.3M 0.53%
+901,814
79
$26.6M 0.52%
1,049,404
-37,070
80
$26.5M 0.51%
394,542
+54,756
81
$26M 0.5%
388,662
-6,618
82
$25.9M 0.5%
236,545
-8,007
83
$25.8M 0.5%
347,503
-139,811
84
$25.7M 0.5%
442,114
+31,202
85
$25.6M 0.5%
285,924
-351,977
86
$25.5M 0.49%
559,857
+96,480
87
$25.3M 0.49%
2,270,536
-46,088
88
$25.2M 0.49%
1,066,236
-294,900
89
$24.5M 0.48%
654,496
+35,408
90
$23M 0.45%
325,923
-54,435
91
$23M 0.45%
450,000
+16,000
92
$22.8M 0.44%
396,556
-9,363
93
$22.3M 0.43%
840,846
+2,668
94
$22M 0.43%
557,034
-5,540
95
$21M 0.41%
254,789
+89,741
96
$20.3M 0.39%
232,270
-3,035
97
$20.3M 0.39%
364,088
-272,356
98
$19.9M 0.39%
569,095
-687
99
$19.8M 0.38%
240,817
-74,445
100
$19.7M 0.38%
335,369
-238,249
2 3
4
5 6