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
$5.83B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$96.6M
2
+$55.1M
3
+$41M
4
PCAR icon
PACCAR
PCAR
+$35.8M
5
BFH icon
Bread Financial
BFH
+$26.3M

Top Sells

1
+$63.8M
2
+$38.3M
3
+$32.6M
4
DVA icon
DaVita
DVA
+$31.4M
5
OMC icon
Omnicom Group
OMC
+$27.9M

Sector Composition

1 Financials 14.27%
2 Healthcare 9.59%
3 Consumer Discretionary 9.18%
4 Technology 8.03%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.9M 0.22%
+71,341
127
$12.7M 0.22%
266,990
+1,606
128
$12.6M 0.22%
+89,702
129
$12.5M 0.21%
205,492
+3,725
130
$12.2M 0.21%
167,213
+68,596
131
$12.1M 0.21%
124,702
+100,453
132
$12.1M 0.21%
340,526
-355,234
133
$12M 0.21%
68,223
+741
134
$12M 0.21%
170,736
-69
135
$11.6M 0.2%
229,225
+8,973
136
$11.2M 0.19%
155,016
-52,054
137
$10.7M 0.18%
31,590
-500
138
$10.4M 0.18%
213,246
-3,810
139
$9.82M 0.17%
243,200
+17,000
140
$9.67M 0.17%
258,400
141
$9.11M 0.16%
269,400
142
$9M 0.15%
+644,980
143
$8.98M 0.15%
114,144
-8,374
144
$8.9M 0.15%
110,959
-61,361
145
$8.69M 0.15%
65,008
-20,920
146
$8.56M 0.15%
360,520
-305
147
$8.52M 0.15%
167,079
-173,945
148
$8.28M 0.14%
119,412
-27,404
149
$8.28M 0.14%
35,232
-164
150
$7.85M 0.13%
259,900
-327,885
4 5
6
7 8