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
$5.16B
AUM Growth
+$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$42.5M
3
+$41M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$31.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$31.2M

Top Sells

1
+$36.2M
2
+$35.8M
3
+$34.7M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$31.5M
5
BDX icon
Becton Dickinson
BDX
+$27.3M

Sector Composition

1 Financials 15.78%
2 Healthcare 11.37%
3 Industrials 11.11%
4 Technology 10.65%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.03M 0.02%
9,894
-58,203
177
$1.02M 0.02%
13,170
178
$967K 0.02%
20,984
+1,084
179
$956K 0.02%
19,185
+445
180
$873K 0.02%
20,195
+9,898
181
$839K 0.02%
5,200
-2,485
182
$796K 0.02%
20,374
-652
183
$754K 0.01%
33,595
+5,500
184
$736K 0.01%
33,005
+14,744
185
$718K 0.01%
+25,558
186
$693K 0.01%
5,162
+751
187
$681K 0.01%
45,019
-405
188
$676K 0.01%
9,000
-75
189
$668K 0.01%
13,110
190
$632K 0.01%
25,980
-5,920
191
$619K 0.01%
8,817
192
$609K 0.01%
9,299
193
$604K 0.01%
16,765
-145
194
$580K 0.01%
28,304
195
$571K 0.01%
25,210
+7,241
196
$564K 0.01%
9,765
197
$560K 0.01%
4,910
+100
198
$522K 0.01%
23,112
199
$518K 0.01%
7,610
200
$517K 0.01%
26,140
-400
6 7
8
9 10