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
$4.61B
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$39M
3
+$19.7M
4
MSFT icon
Microsoft
MSFT
+$19.6M
5
GE icon
GE Aerospace
GE
+$19.3M

Top Sells

1
+$32.3M
2
+$29.4M
3
+$22.4M
4
COST icon
Costco
COST
+$20.2M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20M

Sector Composition

1 Financials 14.53%
2 Consumer Discretionary 9.19%
3 Healthcare 9.11%
4 Technology 8.84%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31.5M 0.68%
571,582
-2,050
52
$31.1M 0.67%
876,686
-32,828
53
$30.6M 0.66%
392,813
-23,433
54
$30.4M 0.66%
373,245
+89,540
55
$30.3M 0.66%
1,866,179
-50,419
56
$30.2M 0.66%
718,885
-286,564
57
$29.9M 0.65%
647,032
-115,689
58
$29.6M 0.64%
931,914
-120,234
59
$29.5M 0.64%
454,163
+24,938
60
$29.4M 0.64%
552,000
+7,000
61
$29.4M 0.64%
203,344
-48,171
62
$29.1M 0.63%
311,559
+1,662
63
$28.4M 0.62%
415,506
-18,355
64
$28.1M 0.61%
212,275
-6,686
65
$27.6M 0.6%
446,002
-8,000
66
$27.5M 0.6%
713,961
-30,426
67
$26.7M 0.58%
225,431
-8,366
68
$26.4M 0.57%
409,214
-10,293
69
$26M 0.57%
385,686
-15,235
70
$25.8M 0.56%
447,664
-114,141
71
$25.2M 0.55%
797,384
-48,466
72
$25.1M 0.54%
559,061
-26,716
73
$25M 0.54%
358,618
-13,893
74
$24.8M 0.54%
354,851
+8,331
75
$23.7M 0.51%
557,115
+32,950
1 2
3
4 5