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
$5.83B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$96.6M
2
+$55.1M
3
+$41M
4
PCAR icon
PACCAR
PCAR
+$35.8M
5
BFH icon
Bread Financial
BFH
+$26.3M

Top Sells

1
+$63.8M
2
+$38.3M
3
+$32.6M
4
DVA icon
DaVita
DVA
+$31.4M
5
OMC icon
Omnicom Group
OMC
+$27.9M

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%
204,478
+55,876
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%
275,525
-149,839
99
$20.5M 0.35%
50,630
+21,870
100
$20.3M 0.35%
385,999
+58,733
2 3
4
5 6