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
$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
176
$1.67M 0.04%
98,469
+108
177
$1.63M 0.04%
71,658
+1,703
178
$1.62M 0.04%
72,962
+1,738
179
$1.53M 0.03%
72,184
+1,818
180
$1.5M 0.03%
8,183
+28
181
$1.34M 0.03%
19,493
-1,030
182
$1.23M 0.03%
+38,580
183
$1.12M 0.02%
10,246
+52
184
$937K 0.02%
16,342
185
$928K 0.02%
28,033
-10
186
$904K 0.02%
30,009
-335
187
$901K 0.02%
4,673
+31
188
$887K 0.02%
9,423
189
$880K 0.02%
33,800
+16,200
190
$853K 0.02%
23,945
+579
191
$737K 0.02%
13,065
192
$695K 0.02%
76,443
+7,779
193
$689K 0.02%
3,921
194
$685K 0.02%
8,633
-200
195
$685K 0.02%
31,657
+472
196
$667K 0.01%
9,680
197
$659K 0.01%
+14,370
198
$627K 0.01%
23,410
199
$617K 0.01%
11,343
200
$596K 0.01%
16,510
-9,316
6 7
8
9 10