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
51
$34.1M 0.74%
+353,311
52
$33.2M 0.72%
+300,195
53
$32.2M 0.7%
+279,816
54
$32M 0.7%
+552,793
55
$31.5M 0.69%
+1,148,447
56
$31.3M 0.69%
+392,199
57
$30.7M 0.67%
+1,779,400
58
$30M 0.66%
+284,275
59
$28.6M 0.63%
+716,399
60
$28.6M 0.62%
+463,225
61
$28.1M 0.61%
+324,487
62
$27.7M 0.61%
+518,186
63
$27.5M 0.6%
+813,042
64
$27.5M 0.6%
+343,620
65
$26.9M 0.59%
+500,659
66
$26.7M 0.58%
+1,139,506
67
$26.1M 0.57%
+1,621,502
68
$25.8M 0.56%
+251,844
69
$25.7M 0.56%
+562,028
70
$25.5M 0.56%
+350,637
71
$25.3M 0.55%
+617,304
72
$25M 0.55%
+206,613
73
$24.9M 0.54%
+107,094
74
$24.3M 0.53%
+2,495,616
75
$24.1M 0.53%
+367,622
1 2
3
4 5