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
101
$15.9M 0.35%
651,571
-802,033
102
$15.8M 0.35%
158,953
-113,204
103
$15.6M 0.34%
723,495
-4,491
104
$15.5M 0.34%
472,418
-448,237
105
$15.4M 0.34%
139,378
-24,012
106
$15.3M 0.34%
158,853
-136,935
107
$15.2M 0.33%
282,842
+33,575
108
$15M 0.33%
159,485
+11,788
109
$15M 0.33%
385,900
-57,608
110
$14.8M 0.32%
212,985
+6,550
111
$14.3M 0.31%
+312,204
112
$14M 0.31%
350,417
+47,700
113
$13.9M 0.3%
225,499
-44,995
114
$13.7M 0.3%
276,046
-215,980
115
$13.2M 0.29%
45,360
+26,306
116
$13.2M 0.29%
197,532
-175,080
117
$12.8M 0.28%
143,273
+82,171
118
$12.5M 0.27%
122,007
+47,411
119
$12.4M 0.27%
172,640
-1,379
120
$12.4M 0.27%
104,422
-18,640
121
$12.3M 0.27%
238,403
-8,233
122
$11.6M 0.26%
297,402
-134,000
123
$11.6M 0.25%
295,282
-5,982
124
$11.1M 0.24%
240,390
-129,610
125
$11M 0.24%
94,982
-23,385
3 4
5
6 7