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
$4.88B
AUM Growth
-$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$34.3M
3
+$33.9M
4
OXY icon
Occidental Petroleum
OXY
+$29.6M
5
MET icon
MetLife
MET
+$24.2M

Top Sells

1
+$122M
2
+$93.7M
3
+$65.5M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$63.4M
5
BND icon
Vanguard Total Bond Market
BND
+$62.8M

Sector Composition

1 Financials 17.08%
2 Healthcare 11.67%
3 Industrials 11.08%
4 Consumer Discretionary 10.76%
5 Technology 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.93M 0.16%
72,598
-3,232
127
$7.89M 0.16%
+162,725
128
$7.85M 0.16%
92,315
-1,102,506
129
$7M 0.14%
27,525
+40
130
$6.97M 0.14%
80,596
-29,125
131
$6.89M 0.14%
51,867
+187
132
$6.79M 0.14%
383,825
+27,995
133
$6.69M 0.14%
+99,500
134
$6.67M 0.14%
206,200
+51,200
135
$6.4M 0.13%
74,606
-4,046
136
$6.35M 0.13%
150,004
-4,718
137
$6.3M 0.13%
203,881
-3,354
138
$6.26M 0.13%
66,700
-33,500
139
$5.9M 0.12%
18,715
-1
140
$5.76M 0.12%
39,442
141
$5.49M 0.11%
158,000
+61,000
142
$5.44M 0.11%
109,925
-70
143
$5.37M 0.11%
89,599
-534,130
144
$4.88M 0.1%
18,720
+527
145
$4.83M 0.1%
130,000
146
$4.81M 0.1%
107,525
-2,650
147
$4.8M 0.1%
75,205
+76
148
$4.78M 0.1%
40,350
149
$4.19M 0.09%
+108,425
150
$4.15M 0.09%
107,500
+3,362
4 5
6
7 8