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
$5.1B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$93.6M
3
+$78.3M
4
SJM icon
J.M. Smucker
SJM
+$50.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$32.7M

Top Sells

1
+$30M
2
+$26.6M
3
+$24.9M
4
AAP icon
Advance Auto Parts
AAP
+$21.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.2M

Sector Composition

1 Financials 14.69%
2 Healthcare 11.8%
3 Consumer Discretionary 8.74%
4 Industrials 8.35%
5 Technology 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.65M 0.09%
16,760
-7,132
152
$4.47M 0.09%
+39,388
153
$4M 0.08%
97,555
+11,595
154
$3.98M 0.08%
78,630
+10,009
155
$3.92M 0.08%
94,447
-18,721
156
$3.72M 0.07%
103,387
-143,022
157
$3.69M 0.07%
26,362
+460
158
$3.27M 0.06%
157,160
-5,820
159
$2.58M 0.05%
32,062
-11,332
160
$2.35M 0.05%
189,420
161
$2.31M 0.05%
46,082
+256
162
$1.87M 0.04%
7,787
+589
163
$1.86M 0.04%
15,813
-13,754
164
$1.63M 0.03%
26,852
-813
165
$1.63M 0.03%
82,926
-11,322
166
$1.59M 0.03%
+43,081
167
$1.53M 0.03%
20,523
-600
168
$1.19M 0.02%
+51,995
169
$1.18M 0.02%
+53,196
170
$1.17M 0.02%
5,191
171
$1.16M 0.02%
10,099
+377
172
$1.13M 0.02%
27,672
-4,342
173
$1.1M 0.02%
+51,839
174
$1.05M 0.02%
16,330
-2,983
175
$1M 0.02%
26,106
5 6
7
8 9