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
126
$6.77M 0.15%
194,547
-9,334
127
$6.72M 0.15%
176,275
+67,850
128
$6.68M 0.15%
379,695
-4,130
129
$6.63M 0.15%
74,461
-145
130
$6.08M 0.13%
142,530
-7,474
131
$5.88M 0.13%
52,228
-174,746
132
$5.66M 0.12%
158,211
+211
133
$5.66M 0.12%
173,361
-256,639
134
$5.63M 0.12%
94,460
-145,268
135
$5.3M 0.12%
120,937
-41,788
136
$5M 0.11%
42,850
+2,500
137
$4.93M 0.11%
33,717
-5,725
138
$4.88M 0.11%
109,800
-125
139
$4.73M 0.1%
99,485
-8,040
140
$4.72M 0.1%
18,926
+206
141
$4.61M 0.1%
52,331
-28,265
142
$4.21M 0.09%
108,920
+1,420
143
$4.2M 0.09%
100,000
144
$4.16M 0.09%
+128,860
145
$3.47M 0.08%
45,150
-59,584
146
$3.44M 0.08%
182,800
+63,610
147
$3.41M 0.08%
80,876
+2,125
148
$3.38M 0.07%
+46,527
149
$2.99M 0.07%
26,943
-6,278
150
$2.99M 0.07%
31,138
-105
4 5
6
7 8