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
$5.37B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$65.2M
2
+$51M
3
+$45.2M
4
NRG icon
NRG Energy
NRG
+$30.9M
5
ZTS icon
Zoetis
ZTS
+$26.6M

Top Sells

1
+$37.6M
2
+$37.4M
3
+$35.4M
4
WKC icon
World Kinect Corp
WKC
+$31.3M
5
PCAR icon
PACCAR
PCAR
+$30M

Sector Composition

1 Financials 14.63%
2 Technology 9.39%
3 Healthcare 9.08%
4 Industrials 7.58%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-8,254
252
– –
-32,555
253
– –
-77,051
254
– –
-705,311
255
– –
-190,425
256
– –
-64,914
257
– –
-682,032
258
– –
-12,661
7 8 9 10
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