MIH
Madison Investment Holdings Portfolio holdings
AUM
$6.16B
1-Year Return
11.71%
This Quarter Return
+5.3%
1 Year Return
+11.71%
3 Year Return
+48.7%
5 Year Return
+77.84%
10 Year Return
–
AUM
$4.61B
AUM Growth
+$47.3M
(+1%)
Cap. Flow
-$168M
Cap. Flow
% of AUM
-3.64%
Top 10 Holdings %
Top 10 Hldgs %
21.15%
Holding
245
New
17
Increased
68
Reduced
127
Closed
19
Top Buys
| 1 |
Hershey
HSY
|
$41.1M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$39M |
| 3 |
Perrigo
PRGO
|
$19.7M |
| 4 |
Microsoft
MSFT
|
$19.6M |
| 5 |
GE Aerospace
GE
|
$19.3M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$32.3M |
| 2 |
Advance Auto Parts
AAP
|
$29.4M |
| 3 |
Markel Group
MKL
|
$22.4M |
| 4 |
Costco
COST
|
$20.2M |
| 5 |
Thermo Fisher Scientific
TMO
|
$20M |
Sector Composition
| 1 | Financials | 14.53% |
| 2 | Consumer Discretionary | 9.19% |
| 3 | Healthcare | 9.11% |
| 4 | Technology | 8.84% |
| 5 | Industrials | 8.8% |
