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
126
$10.3M 0.23%
130,566
-37,739
127
$10.3M 0.23%
150,507
-129
128
$9.92M 0.22%
+125,819
129
$9.92M 0.22%
319,819
-8,778
130
$9.9M 0.22%
246,871
-1,270
131
$9.84M 0.22%
+317,066
132
$9.46M 0.21%
166,528
-76,847
133
$9.37M 0.21%
263,258
-3,989
134
$9.26M 0.2%
91,000
-100
135
$9.25M 0.2%
150,900
+21,300
136
$8.95M 0.2%
193,377
-70,463
137
$8.88M 0.19%
107,780
+1,397
138
$8.8M 0.19%
109,553
+815
139
$8.78M 0.19%
186,341
-1,146
140
$8.54M 0.19%
83,856
-1,316
141
$8.16M 0.18%
6,600
142
$7.71M 0.17%
90,248
-5,158
143
$7.59M 0.17%
153,334
+1,435
144
$7.12M 0.16%
136,800
+12,700
145
$7.03M 0.15%
162,265
-529,278
146
$7.02M 0.15%
140,847
+43,324
147
$6.58M 0.14%
257,200
-475,100
148
$6.53M 0.14%
108,935
+34,500
149
$6.33M 0.14%
94,250
+3,150
150
$6.08M 0.13%
366,830
-14,375
4 5
6
7 8