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
76
$23.9M 0.52%
346,520
+44,636
77
$23.5M 0.52%
102,351
+24,359
78
$23.5M 0.52%
+545,000
79
$23.4M 0.51%
302,140
+133,135
80
$22.6M 0.5%
464,802
-245,719
81
$22.5M 0.49%
184,207
-8,142
82
$21.8M 0.48%
283,705
+112,033
83
$21.4M 0.47%
811,557
-15,028
84
$21.1M 0.46%
524,165
+3,398
85
$20.9M 0.46%
1,639,452
-33,720
86
$20.7M 0.46%
171,608
+45,394
87
$20.3M 0.45%
+511,000
88
$19.3M 0.42%
139,731
-7,718
89
$18.4M 0.4%
227,318
-79,485
90
$18.4M 0.4%
+445,860
91
$18.2M 0.4%
1,991,728
-57,680
92
$18.1M 0.4%
250,769
-10,804
93
$17.9M 0.39%
246,580
+90,734
94
$17.3M 0.38%
176,520
-2,695
95
$17.2M 0.38%
216,371
-71,759
96
$16.9M 0.37%
642,477
+612,910
97
$16.6M 0.36%
89,609
+84,463
98
$16.4M 0.36%
1,366,989
+112,383
99
$16.2M 0.36%
289,637
-163,449
100
$16.1M 0.35%
200,652
+5,039
2 3
4
5 6