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
201
$1.29M 0.02%
+81,556
202
$1.25M 0.02%
25,019
+6,474
203
$1.03M 0.02%
48,365
+23,153
204
$1.02M 0.02%
9,409
+2,529
205
$977K 0.02%
21,345
+5,465
206
$967K 0.02%
4,353
207
$960K 0.02%
21,407
+2,050
208
$873K 0.02%
33,800
209
$837K 0.02%
10,759
-143
210
$816K 0.02%
5,879
-64
211
$780K 0.01%
6,701
212
$767K 0.01%
10,293
-12,600
213
$739K 0.01%
15,900
-14,660
214
$739K 0.01%
6,213
215
$728K 0.01%
7,326
-144
216
$726K 0.01%
5,091
+1,068
217
$636K 0.01%
23,274
-5,422
218
$626K 0.01%
11,401
-38,064
219
$579K 0.01%
60,102
-882
220
$566K 0.01%
3,055
-200
221
$498K 0.01%
9,058
-10,635
222
$496K 0.01%
14,191
+37
223
$487K 0.01%
13,845
-113
224
$450K 0.01%
+9,390
225
$422K 0.01%
10,556
-323,907
7 8
9
10 11