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
76
$24.2M 0.53%
1,939,352
-110,768
77
$23.4M 0.52%
333,315
-109,733
78
$23.3M 0.51%
349,993
-292,978
79
$22M 0.48%
1,959,188
-157,224
80
$21.9M 0.48%
1,201,326
-795,345
81
$21.7M 0.48%
383,244
-184,516
82
$21.6M 0.48%
835,840
+108,270
83
$21.4M 0.47%
285,261
+1,638
84
$20.2M 0.44%
689,146
-131,621
85
$20.1M 0.44%
452,026
-20,076
86
$20M 0.44%
+494,327
87
$20M 0.44%
142,080
-54,680
88
$19.9M 0.44%
691,473
-121,152
89
$19.4M 0.43%
247,605
+134,730
90
$19.1M 0.42%
204,740
-34,197
91
$19M 0.42%
159,536
-10,507
92
$18.9M 0.42%
185,538
-170,132
93
$18.5M 0.41%
16,010
+3,260
94
$17.3M 0.38%
1,072,320
-117,400
95
$16.5M 0.36%
307,810
+150
96
$16.3M 0.36%
431,356
+89,650
97
$16M 0.35%
1,032,236
+107,046
98
$15.9M 0.35%
129,476
+124,270
99
$15.7M 0.35%
614,205
+89,565
100
$15.6M 0.34%
291,700
-34,772