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MIH

Madison Investment Holdings Portfolio holdings

AUM $6.16B
1-Year Est. Return 11.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.61B
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$40.6M
3
+$34M
4
TJX icon
TJX Companies
TJX
+$25.6M
5
AES icon
AES
AES
+$24.1M

Top Sells

1
+$51.5M
2
+$50.3M
3
+$23.7M
4
BA icon
Boeing
BA
+$20.9M
5
CPRT icon
Copart
CPRT
+$20.6M

Sector Composition

1 Financials 15.26%
2 Healthcare 9.54%
3 Technology 7.87%
4 Consumer Discretionary 7.46%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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254
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-88,875
267
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