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
126
$13M 0.24%
65,587
-1,700
127
$12.9M 0.24%
468,602
+40,776
128
$12.8M 0.24%
214,562
+2,385
129
$12.7M 0.24%
557,709
+62,170
130
$12.7M 0.24%
87,614
-705
131
$12.6M 0.23%
115,988
-1,395
132
$12M 0.22%
156,307
-45,919
133
$11.7M 0.22%
+223,315
134
$11.7M 0.22%
131,207
-120
135
$11.5M 0.21%
131,182
-4,627
136
$11M 0.2%
242,922
-64,325
137
$10.9M 0.2%
102,974
-15,528
138
$10.8M 0.2%
+173,214
139
$10.8M 0.2%
105,420
-20,897
140
$10.6M 0.2%
266,718
-39,317
141
$10.1M 0.19%
125,060
142
$9.97M 0.18%
92,788
-65,970
143
$9.21M 0.17%
166,306
+41,438
144
$9.17M 0.17%
165,527
+335
145
$9.16M 0.17%
109,641
+2,675
146
$8.59M 0.16%
72,543
+350
147
$8.56M 0.16%
115,305
-68,400
148
$8.55M 0.16%
178,310
-131,277
149
$8.07M 0.15%
390,520
-7,760
150
$8.03M 0.15%
86,651
-4,917
4 5
6
7 8