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
$5.83B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$96.6M
2
+$55.1M
3
+$41M
4
PCAR icon
PACCAR
PCAR
+$35.8M
5
BFH icon
Bread Financial
BFH
+$26.3M

Top Sells

1
+$63.8M
2
+$38.3M
3
+$32.6M
4
DVA icon
DaVita
DVA
+$31.4M
5
OMC icon
Omnicom Group
OMC
+$27.9M

Sector Composition

1 Financials 14.27%
2 Healthcare 9.59%
3 Consumer Discretionary 9.18%
4 Technology 8.03%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.37M 0.06%
25,736
-12,071
177
$3.33M 0.06%
34,001
178
$3.14M 0.05%
+35,563
179
$3.13M 0.05%
52,300
180
$3.09M 0.05%
123,114
+1,098
181
$2.67M 0.05%
126,288
182
$2.54M 0.04%
39,692
+8
183
$2.49M 0.04%
18,793
-13,155
184
$2.3M 0.04%
109,069
+1,329
185
$2.29M 0.04%
18,800
+8,281
186
$1.97M 0.03%
93,358
+1,029
187
$1.95M 0.03%
17,009
+47
188
$1.73M 0.03%
15,819
-30
189
$1.66M 0.03%
35,098
+319
190
$1.62M 0.03%
31,692
-105,641
191
$1.59M 0.03%
23,421
-609
192
$1.58M 0.03%
13,300
-26,200
193
$1.54M 0.03%
29,843
+1,379
194
$1.48M 0.03%
9,467
-117
195
$1.45M 0.02%
13,075
-746
196
$1.38M 0.02%
41,897
+16,014
197
$1.34M 0.02%
3,606
198
$1.34M 0.02%
35,012
+26,097
199
$1.28M 0.02%
37,633
+15,807
200
$1.28M 0.02%
43,828
+14,102
6 7
8
9 10