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
$5.61B
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$40.6M
3
+$34M
4
TJX icon
TJX Companies
TJX
+$26.4M
5
AES icon
AES
AES
+$25.2M

Top Sells

1
+$50.5M
2
+$50.2M
3
+$24.5M
4
CPRT icon
Copart
CPRT
+$22.7M
5
MPC icon
Marathon Petroleum
MPC
+$20.4M

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
26
$58.6M 1.04%
1,136,180
-99,040
27
$58.5M 1.04%
673,683
-21,930
28
$57.8M 1.03%
3,505,515
-42,180
29
$56.9M 1.01%
370,564
-71,466
30
$56.5M 1.01%
212,929
+13,259
31
$55.5M 0.99%
1,944,588
+787,794
32
$54.6M 0.97%
4,001,696
-143,876
33
$53.8M 0.96%
1,176,068
-25,364
34
$53.8M 0.96%
627,830
+71,294
35
$52M 0.93%
894,381
-291,896
36
$51.5M 0.92%
354,391
-168,586
37
$50.2M 0.89%
419,912
-75,855
38
$46M 0.82%
1,345,166
+184,427
39
$45.6M 0.81%
787,575
+701,815
40
$45.6M 0.81%
1,791,700
-31,026
41
$44.8M 0.8%
491,194
-49,690
42
$44.5M 0.79%
703,052
-18,799
43
$44.2M 0.79%
356,380
+38,628
44
$42.4M 0.75%
878,681
-7,965
45
$42.1M 0.75%
302,803
-10,449
46
$41.5M 0.74%
306,194
-92,689
47
$40.7M 0.73%
939,133
-77,869
48
$40.5M 0.72%
1,340,005
-25,809
49
$39.1M 0.7%
1,815,811
-26,338
50
$38.5M 0.69%
819,713
+210,025
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