MIH
Madison Investment Holdings Portfolio holdings
AUM
$6.16B
1-Year Return
11.71%
This Quarter Return
+2.89%
1 Year Return
+11.71%
3 Year Return
+48.7%
5 Year Return
+77.84%
10 Year Return
–
AUM
$5.41B
AUM Growth
+$38.4M
(+0.72%)
Cap. Flow
-$84M
Cap. Flow
% of AUM
-1.55%
Top 10 Holdings %
Top 10 Hldgs %
19.79%
Holding
264
New
17
Increased
81
Reduced
131
Closed
19
Top Buys
| 1 |
iShare MSCI Eurozone ETF
EZU
|
+$36.8M |
| 2 |
Omnicom Group
OMC
|
+$34.3M |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$33.7M |
| 4 |
Wabtec
WAB
|
+$29.8M |
| 5 |
Lowe's Companies
LOW
|
+$24M |
Top Sells
| 1 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$54.8M |
| 2 |
Sally Beauty Holdings
SBH
|
+$28.6M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$27.6M |
| 4 |
Vanguard Growth ETF
VUG
|
+$20.3M |
| 5 |
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% |
