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
$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
201
$586K 0.01%
23,823
+7,885
202
$547K 0.01%
6,040
203
$520K 0.01%
17,336
-217
204
$488K 0.01%
12,242
+111
205
$443K 0.01%
14,186
206
$440K 0.01%
4,847
+10
207
$438K 0.01%
+21,964
208
$388K 0.01%
11,068
209
$383K 0.01%
6,472
210
$358K 0.01%
16,935
+1,694
211
$355K 0.01%
14,544
+5,204
212
$350K 0.01%
5,510
-170
213
$347K 0.01%
4,090
214
$337K 0.01%
13,032
215
$307K 0.01%
4,223
+298
216
$270K 0.01%
5,173
217
$269K 0.01%
5,465
218
$267K 0.01%
4,010
-2,395
219
$259K 0.01%
3,367
220
$240K 0.01%
16,663
221
$229K 0.01%
+3,755
222
$223K ﹤0.01%
1,608
-1,582
223
$223K ﹤0.01%
3,361
224
$205K ﹤0.01%
7,000
225
$204K ﹤0.01%
+4,600
6 7 8
9
10