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
$5.41B
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$34.3M
3
+$33.7M
4
WAB icon
Wabtec
WAB
+$29.8M
5
LOW icon
Lowe's Companies
LOW
+$24M

Top Sells

1
+$54.8M
2
+$28.6M
3
+$27.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$20.3M
5
BAX icon
Baxter International
BAX
+$17.6M

Sector Composition

1 Financials 15.1%
2 Healthcare 9.09%
3 Technology 8.99%
4 Industrials 8.08%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.13M 0.08%
77,018
-255,838
177
$4.05M 0.07%
69,390
+415
178
$4.03M 0.07%
46,233
-15
179
$3.86M 0.07%
163,220
-160
180
$3.85M 0.07%
92,269
+1,682
181
$3.71M 0.07%
41,300
-25,500
182
$3.37M 0.06%
298,920
+52,542
183
$2.98M 0.06%
16,529
-15
184
$2.8M 0.05%
57,760
-28,540
185
$2.79M 0.05%
123,228
-56,884
186
$2.7M 0.05%
54,909
-110,256
187
$2.56M 0.05%
116,370
+10,788
188
$2.53M 0.05%
94,376
-5,504
189
$2.36M 0.04%
111,179
+3,154
190
$2.25M 0.04%
105,983
+18,246
191
$2.17M 0.04%
22,437
+7,137
192
$2.1M 0.04%
32,419
+162
193
$1.94M 0.04%
31,866
+2,984
194
$1.93M 0.04%
90,051
+28,247
195
$1.64M 0.03%
34,300
-35
196
$1.55M 0.03%
40,256
-1,541
197
$1.4M 0.03%
21,470
+1,042
198
$1.4M 0.03%
15,092
-449
199
$1.33M 0.02%
9,993
-175
200
$1.32M 0.02%
14,426
+106
6 7
8
9 10