MIH

Madison Investment Holdings Portfolio holdings

AUM $6.16B
1-Year Est. Return 11.7%
This Fund
S&P 500
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 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25.9M 0.48%
207,206
+1,777
77
$25.8M 0.48%
148,037
+1,642
78
$25.3M 0.47%
326,286
+309,128
79
$24.4M 0.45%
453,697
-152,743
80
$23.3M 0.43%
428,065
-28,200
81
$23.2M 0.43%
+121,165
82
$23.1M 0.43%
286,035
-15,960
83
$22.7M 0.42%
192,370
+6,322
84
$22.7M 0.42%
+528,376
85
$22.4M 0.41%
113,472
-332
86
$22.4M 0.41%
714,730
-253,088
87
$22.1M 0.41%
692,231
-26,948
88
$21.7M 0.4%
282,761
-117,727
89
$21.6M 0.4%
125,352
-5,192
90
$21.6M 0.4%
335,254
+52,210
91
$21M 0.39%
600,425
-269,626
92
$20.6M 0.38%
313,592
+8,826
93
$20.4M 0.38%
+379,343
94
$20.3M 0.38%
308,325
-216
95
$20.2M 0.37%
131,951
-34,252
96
$20.1M 0.37%
451,096
-454
97
$19.5M 0.36%
591,845
-14,000
98
$18.5M 0.34%
212,566
-281
99
$18.5M 0.34%
160,312
-3,799
100
$18.4M 0.34%
+76,606
2 3
4
5 6