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
201
$514K 0.01%
14,115
202
$510K 0.01%
4,920
-50
203
$476K 0.01%
11,068
204
$473K 0.01%
14,260
-90
205
$468K 0.01%
19,707
-8,607
206
$468K 0.01%
6,040
-4,205
207
$462K 0.01%
12,026
-17
208
$426K 0.01%
8,673
-870
209
$421K 0.01%
8,000
210
$411K 0.01%
7,290
-1,100
211
$400K 0.01%
16,000
212
$370K 0.01%
4,794
-20
213
$359K 0.01%
+17,144
214
$356K 0.01%
8,290
-970
215
$347K 0.01%
6,250
216
$346K 0.01%
+15,831
217
$343K 0.01%
6,733
+333
218
$338K 0.01%
10,177
+147
219
$337K 0.01%
6,745
220
$333K 0.01%
3,233
+307
221
$310K 0.01%
4,750
-40
222
$298K 0.01%
2,945
-134,713
223
$296K 0.01%
3,517
-150
224
$289K 0.01%
11,625
225
$280K 0.01%
3,925
6 7 8
9
10