MIH

Madison Investment Holdings Portfolio holdings

AUM $6.16B
1-Year Est. Return 11.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.54B
AUM Growth
-$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$31.8M
3
+$31M
4
C icon
Citigroup
C
+$30.2M
5
VUG icon
Vanguard Growth ETF
VUG
+$24.9M

Top Sells

1
+$42.7M
2
+$27.3M
3
+$24.8M
4
TECH icon
Bio-Techne
TECH
+$22.8M
5
MKL icon
Markel Group
MKL
+$22.6M

Sector Composition

1 Financials 17.78%
2 Consumer Discretionary 12.03%
3 Healthcare 11.72%
4 Technology 10.11%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$680K 0.02%
26,140
177
$649K 0.01%
13,110
178
$585K 0.01%
11,691
+1,461
179
$562K 0.01%
12,223
180
$560K 0.01%
9,680
181
$557K 0.01%
14,115
182
$520K 0.01%
7,610
183
$517K 0.01%
11,068
184
$504K 0.01%
8,990
-1,230
185
$504K 0.01%
18,923
-2,690
186
$500K 0.01%
23,112
187
$487K 0.01%
4,920
188
$484K 0.01%
6,040
189
$479K 0.01%
9,662
+308
190
$448K 0.01%
8,000
191
$435K 0.01%
+2,192
192
$413K 0.01%
19,070
-2,790
193
$411K 0.01%
20,298
194
$404K 0.01%
3,958
+15
195
$399K 0.01%
6,250
196
$397K 0.01%
6,085
+2,035
197
$374K 0.01%
8,290
198
$326K 0.01%
5,597
-8,021
199
$324K 0.01%
+14,774
200
$303K 0.01%
11,625
6 7
8
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