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
51
$32.8M 0.7%
324,568
-73,172
52
$32.8M 0.7%
931,216
+133,853
53
$32.4M 0.69%
1,201,067
-57,537
54
$32.2M 0.69%
2,123,064
-150,734
55
$32.2M 0.69%
594,776
-5,741
56
$32M 0.69%
442,597
+92,604
57
$31.4M 0.67%
367,470
+181,932
58
$31.2M 0.67%
432,034
-7,715
59
$31.1M 0.67%
411,108
-28,145
60
$31.1M 0.67%
364,403
-29,499
61
$31M 0.66%
1,081,962
+467,757
62
$30.8M 0.66%
492,067
-40,299
63
$30.7M 0.66%
769,928
+364
64
$30.5M 0.65%
535,592
+13,114
65
$30M 0.64%
152,799
-8,853
66
$29.8M 0.64%
178,249
-13,709
67
$29.1M 0.62%
361,649
-183,852
68
$28.5M 0.61%
336,155
-133,375
69
$28.3M 0.61%
338,495
+335,348
70
$28.1M 0.6%
427,912
+136,212
71
$28M 0.6%
+443,305
72
$27.6M 0.59%
248,381
-5,522
73
$26.8M 0.57%
601,442
-37,968
74
$26.6M 0.57%
498,563
-242,495
75
$25.9M 0.56%
2,181,936
+222,748
1 2
3
4 5