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
$4.57B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$107M
3
+$97.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$96.5M
5
MMM icon
3M
MMM
+$86.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.77%
2 Industrials 12.75%
3 Healthcare 11.25%
4 Technology 10.01%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.5M 1.13%
+321,207
27
$51.2M 1.12%
+2,335,080
28
$49M 1.07%
+584,229
29
$47.7M 1.04%
+3,941,868
30
$46.2M 1.01%
+568,641
31
$45.2M 0.99%
+2,637,384
32
$44.5M 0.97%
+1,168,888
33
$43.8M 0.96%
+948,501
34
$43.5M 0.95%
+954,080
35
$42.9M 0.94%
+648,640
36
$42.9M 0.94%
+1,614,394
37
$42.5M 0.93%
+578,815
38
$42.3M 0.92%
+571,638
39
$42M 0.92%
+354,489
40
$41.7M 0.91%
+1,013,645
41
$40.1M 0.88%
+905,144
42
$39.6M 0.87%
+1,714,420
43
$39.4M 0.86%
+1,130,358
44
$38.5M 0.84%
+659,060
45
$38M 0.83%
+442,178
46
$37.5M 0.82%
+527,954
47
$36.7M 0.8%
+430,508
48
$35.3M 0.77%
+856,443
49
$34.7M 0.76%
+1,089,188
50
$34.5M 0.76%
+2,438,940
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