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
$4.83B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$25.2M
3
+$16.3M
4
ORCL icon
Oracle
ORCL
+$12.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.4M

Top Sells

1
+$46.4M
2
+$46M
3
+$31.4M
4
MCD icon
McDonald's
MCD
+$22.6M
5
TSN icon
Tyson Foods
TSN
+$22M

Sector Composition

1 Financials 14.8%
2 Industrials 9.13%
3 Healthcare 9.08%
4 Technology 8.32%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$53.7M 1.11%
1,252,459
+617,783
27
$53.1M 1.1%
468,883
+12,463
28
$52.4M 1.09%
488,953
-51,948
29
$50.3M 1.04%
616,649
-4,848
30
$48.7M 1.01%
519,892
+25,855
31
$47.3M 0.98%
1,367,700
+358,000
32
$46M 0.95%
1,564,617
-9,265
33
$46M 0.95%
677,449
-3,011
34
$42.1M 0.87%
349,703
-187,990
35
$41.1M 0.85%
570,436
+13,612
36
$40.7M 0.84%
549,296
+61,168
37
$40.2M 0.83%
890,166
-125,867
38
$39.3M 0.81%
377,531
+65,614
39
$38.8M 0.8%
257,415
-43,572
40
$37.6M 0.78%
765,780
-132,180
41
$37.4M 0.78%
1,081,826
+79,547
42
$37.4M 0.78%
473,059
+62,521
43
$36.9M 0.76%
614,908
+9,290
44
$36.9M 0.76%
392,188
+8,040
45
$36.8M 0.76%
1,283,560
+147,119
46
$35.8M 0.74%
1,416,048
-171,626
47
$35.6M 0.74%
318,131
-2,382
48
$35M 0.72%
602,040
+12,914
49
$34.9M 0.72%
1,043,292
-30,976
50
$33.2M 0.69%
654,664
+5,371
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