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
$5.59B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$47.7M
3
+$20.7M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$19.7M
5
ADI icon
Analog Devices
ADI
+$16.3M

Top Sells

1
+$23.3M
2
+$20.9M
3
+$17.3M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$16.9M
5
DEO icon
Diageo
DEO
+$16.4M

Sector Composition

1 Financials 14.98%
2 Healthcare 9.82%
3 Technology 8.86%
4 Industrials 7.87%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$484K 0.01%
13,817
-28
227
$481K 0.01%
12,077
-28,179
228
$475K 0.01%
+18,563
229
$473K 0.01%
10,599
+43
230
$472K 0.01%
3,209
-1,882
231
$461K 0.01%
9,390
232
$440K 0.01%
+17,260
233
$426K 0.01%
+2,930
234
$415K 0.01%
7,334
235
$397K 0.01%
+15,830
236
$394K 0.01%
3,171
237
$376K 0.01%
4,800
238
$353K 0.01%
1,973
239
$333K 0.01%
+18,354
240
$318K 0.01%
3,463
-113
241
$308K 0.01%
4,838
242
$308K 0.01%
7,582
+37
243
$283K 0.01%
6,325
+1,204
244
$271K ﹤0.01%
13,485
245
$258K ﹤0.01%
3,545
+53
246
$258K ﹤0.01%
1,848
247
$257K ﹤0.01%
2,800
248
$241K ﹤0.01%
+9,438
249
$211K ﹤0.01%
4,500
250
$204K ﹤0.01%
+3,298
7 8 9
10
11