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
201
$1.26M 0.02%
+13,082
202
$1.22M 0.02%
31,014
-730
203
$1.22M 0.02%
13,850
+1,015
204
$1.2M 0.02%
26,262
+1,131
205
$1.19M 0.02%
49,016
+7,180
206
$1.16M 0.02%
4,353
207
$1.08M 0.02%
33,800
208
$1.07M 0.02%
6,880
209
$1.07M 0.02%
51,683
+409
210
$964K 0.02%
3,622
211
$936K 0.02%
36,915
+9,854
212
$924K 0.02%
37,988
+3,577
213
$923K 0.02%
30,820
+4,907
214
$915K 0.02%
36,899
+7,765
215
$911K 0.02%
5,127
216
$900K 0.02%
10,057
-379
217
$833K 0.01%
18,028
+592
218
$824K 0.01%
32,916
+8,756
219
$735K 0.01%
6,622
220
$727K 0.01%
62,676
-11,136
221
$670K 0.01%
26,423
+6,846
222
$652K 0.01%
10,817
+5
223
$616K 0.01%
4,040
224
$614K 0.01%
4,849
225
$600K 0.01%
9,940
-180
7 8
9
10 11