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
$4.67B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$36.6M
3
+$29.2M
4
TEL icon
TE Connectivity
TEL
+$28M
5
DUK icon
Duke Energy
DUK
+$28M

Top Sells

1
+$53.8M
2
+$37.2M
3
+$31.9M
4
FDX icon
FedEx
FDX
+$27.2M
5
KMX icon
CarMax
KMX
+$26.5M

Sector Composition

1 Financials 16.77%
2 Healthcare 12.24%
3 Consumer Discretionary 10.3%
4 Technology 10.1%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$49.4M 1.06%
309,853
-106,128
27
$48.6M 1.04%
387,272
-49,215
28
$48.2M 1.03%
724,654
-397,567
29
$47.6M 1.02%
613,926
-28,585
30
$47.3M 1.01%
1,802,756
+1,111,283
31
$46.7M 1%
1,360,924
-160,314
32
$45.1M 0.97%
885,725
-85,801
33
$43.6M 0.93%
335,064
+85,432
34
$43.5M 0.93%
470,189
+186,147
35
$42.4M 0.91%
906,548
-11,308
36
$40.9M 0.88%
1,384,520
+12,943
37
$40.5M 0.87%
285,681
-42,127
38
$40.1M 0.86%
416,746
-19,909
39
$39.2M 0.84%
415,200
-158,946
40
$38.9M 0.83%
1,263,947
-83,312
41
$38.8M 0.83%
788,251
+744,379
42
$38.6M 0.83%
423,655
-4,961
43
$38.2M 0.82%
481,153
-28,701
44
$36.1M 0.77%
2,714,727
+761,688
45
$35.4M 0.76%
334,173
-5,785
46
$34.4M 0.74%
371,485
+14,172
47
$33.6M 0.72%
740,513
-150,490
48
$33.4M 0.72%
609,848
-51,740
49
$33.4M 0.72%
712,052
+8,512
50
$33.1M 0.71%
1,200,464
-15,004
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