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
151
$6.03M 0.13%
249,367
-700
152
$5.96M 0.13%
+189,103
153
$5.77M 0.13%
47,083
+9,614
154
$5.67M 0.12%
135,005
-3,747
155
$5.5M 0.12%
160,300
-171,000
156
$5M 0.11%
146,202
+136,242
157
$4.98M 0.11%
20,000
+2,866
158
$4.75M 0.1%
65,195
-102,631
159
$4.68M 0.1%
43,279
-25,822
160
$4.48M 0.1%
114,406
-122,225
161
$4.16M 0.09%
+48,107
162
$4.01M 0.09%
32,442
+22,040
163
$3.86M 0.08%
272,234
+82,814
164
$3.77M 0.08%
105,599
+522
165
$3.56M 0.08%
94,395
+98
166
$3.48M 0.08%
77,665
+157
167
$3.44M 0.08%
26,570
+31
168
$3.41M 0.07%
104,152
-23,015
169
$2.62M 0.06%
142,990
-20,660
170
$2.3M 0.05%
31,180
-623
171
$2.14M 0.05%
34,822
-12,210
172
$2.14M 0.05%
+74,585
173
$1.73M 0.04%
36,093
-55,246
174
$1.71M 0.04%
28,027
+1,615
175
$1.7M 0.04%
16,418
+35
5 6
7
8 9