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
$4.83B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$25.2M
3
+$16.3M
4
ORCL icon
Oracle
ORCL
+$12.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.4M

Top Sells

1
+$46.4M
2
+$46M
3
+$31.4M
4
MCD icon
McDonald's
MCD
+$22.6M
5
TSN icon
Tyson Foods
TSN
+$22M

Sector Composition

1 Financials 14.8%
2 Industrials 9.13%
3 Healthcare 9.08%
4 Technology 8.32%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$331K 0.01%
14,154
-1,268
227
$315K 0.01%
3,236
228
$314K 0.01%
6,900
229
$300K 0.01%
3,180
230
$287K 0.01%
+13,210
231
$285K 0.01%
3,066
-950
232
$271K 0.01%
1,973
-297
233
$263K 0.01%
4,060
234
$248K 0.01%
4,600
235
$248K 0.01%
3,755
236
$235K ﹤0.01%
+2,654
237
$227K ﹤0.01%
+1,562
238
$221K ﹤0.01%
4,000
+400
239
$204K ﹤0.01%
+4,500
240
$7K ﹤0.01%
403
-486
241
– –
-2,672
242
– –
-414,438
243
– –
-3,297
244
– –
-3,054
245
– –
-330,180
246
– –
-6,240
247
– –
-5,145
248
– –
-389,400
249
– –
-6,660
250
– –
-141,467
6 7 8 9
10