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
101
$15.4M 0.34%
+450,000
102
$15.2M 0.34%
253,332
-39,854
103
$14.9M 0.33%
375,248
-114,752
104
$14.8M 0.33%
124,598
-17,704
105
$14.3M 0.32%
284,079
+277,934
106
$12.2M 0.27%
328,251
-221,285
107
$11.9M 0.26%
185,122
-61,309
108
$11.6M 0.26%
159,303
-3,081
109
$11.5M 0.25%
98,601
+80,978
110
$11.3M 0.25%
148,045
-182,848
111
$11.3M 0.25%
138,738
-522,597
112
$11.1M 0.25%
104,415
-63,700
113
$11.1M 0.24%
383,713
-21,325
114
$10.7M 0.23%
186,000
-95,000
115
$10.7M 0.23%
274,796
-66,877
116
$9.94M 0.22%
39,482
+11,957
117
$9.45M 0.21%
95,700
+29,000
118
$9.19M 0.2%
109,001
-27,155
119
$8.86M 0.2%
68,650
+16,783
120
$8.31M 0.18%
87,732
-52,252
121
$7.84M 0.17%
202,442
-332,601
122
$7.51M 0.17%
318,016
-14,724
123
$6.99M 0.15%
80,815
-11,500
124
$6.97M 0.15%
91,064
-39,088
125
$6.83M 0.15%
20,655
+1,940
3 4
5
6 7