MIH
Madison Investment Holdings Portfolio holdings
AUM
$6.16B
1-Year Return
11.71%
This Quarter Return
+5.8%
1 Year Return
+11.71%
3 Year Return
+48.7%
5 Year Return
+77.84%
10 Year Return
–
AUM
$5.66B
AUM Growth
+$218M
(+4%)
Cap. Flow
-$49.4M
Cap. Flow
% of AUM
-0.87%
Top 10 Holdings %
Top 10 Hldgs %
19.64%
Holding
234
New
13
Increased
96
Reduced
72
Closed
15
Top Buys
| 1 |
Progressive
PGR
|
+$90.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$47.4M |
| 3 |
HDS
HD Supply Holdings, Inc.
HDS
|
+$34.1M |
| 4 |
Kemper
KMPR
|
+$30.3M |
| 5 |
Exxon Mobil
XOM
|
+$29M |
Top Sells
| 1 |
Crown Castle
CCI
|
+$40.6M |
| 2 |
American Tower
AMT
|
+$37.5M |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$37M |
| 4 |
Henry Schein
HSIC
|
+$33.9M |
| 5 |
Crown Holdings
CCK
|
+$32.9M |
Sector Composition
| 1 | Financials | 18.68% |
| 2 | Consumer Discretionary | 10.69% |
| 3 | Technology | 9.56% |
| 4 | Industrials | 8.73% |
| 5 | Healthcare | 6.99% |
