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
$5.41B
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 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17.8M 0.33%
220,989
+4,106
102
$17.7M 0.33%
141,108
-3,698
103
$17.6M 0.33%
345,882
+52,610
104
$17.6M 0.33%
503,744
+5,116
105
$17.6M 0.32%
289,905
-291,400
106
$17.3M 0.32%
+183,473
107
$17.1M 0.32%
164,376
-5,984
108
$17.1M 0.32%
241,625
109
$16.7M 0.31%
209,015
-746
110
$16.7M 0.31%
171,442
-2,290
111
$15.9M 0.29%
122,966
-3,811
112
$15.9M 0.29%
274,365
-3,500
113
$15.8M 0.29%
286,864
-7,104
114
$15.8M 0.29%
169,049
-35,685
115
$15.5M 0.29%
125,812
-140,952
116
$15.3M 0.28%
95,479
+37,513
117
$15M 0.28%
245,106
-204
118
$14.9M 0.28%
117,796
-510
119
$14.6M 0.27%
358,145
+112,473
120
$14.6M 0.27%
233,827
-14,500
121
$14.4M 0.27%
464,567
+125,800
122
$13.4M 0.25%
210,052
+17,645
123
$13.4M 0.25%
49,226
+2,300
124
$13.2M 0.24%
149,231
+2,125
125
$13.2M 0.24%
+204,285
3 4
5
6 7