MIH

Madison Investment Holdings Portfolio holdings

AUM $6.16B
1-Year Est. Return 11.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.83B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1 +$104M
2 +$55.4M
3 +$40.7M
4
PCAR icon
PACCAR
PCAR
+$34.7M
5
MHK icon
Mohawk Industries
MHK
+$27.4M

Top Sells

1 +$64.3M
2 +$38.3M
3 +$31.4M
4
ORLY icon
O'Reilly Automotive
ORLY
+$29.9M
5
OMC icon
Omnicom Group
OMC
+$28.8M

Sector Composition

1 Financials 14.27%
2 Healthcare 9.59%
3 Consumer Discretionary 9.18%
4 Technology 8.03%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$28.6M 0.49%
569,715
+97,445
77
$27.7M 0.47%
207,221
-9,331
78
$26.8M 0.46%
502,442
+25,991
79
$26.5M 0.46%
488,703
+133,545
80
$26.4M 0.45%
1,121,288
+31,276
81
$26.3M 0.45%
126,882
+511
82
$26.3M 0.45%
+139,341
83
$25.7M 0.44%
334,005
-56,400
84
$25.6M 0.44%
283,678
+230,493
85
$24.8M 0.43%
829,370
-24,232
86
$24.5M 0.42%
+139,896
87
$24.5M 0.42%
498,088
-6,664
88
$24.1M 0.41%
817,015
-29,950
89
$23.5M 0.4%
412,840
+147,340
90
$23.4M 0.4%
403,477
-4,785
91
$23.1M 0.4%
341,231
+124,166
92
$22.9M 0.39%
1,432,869
-16,949
93
$22.9M 0.39%
697,770
+4,672
94
$22.2M 0.38%
189,784
-1,806
95
$21.5M 0.37%
192,694
+33,609
96
$21.3M 0.37%
519,364
+181,284
97
$21.1M 0.36%
253,607
+55,396
98
$20.9M 0.36%
551,050
-299,678
99
$20.5M 0.35%
50,630
+21,870
100
$20.3M 0.35%
385,999
+58,733