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
51
$32.9M 0.68%
851,752
+22,084
52
$32.5M 0.67%
1,832,210
-13,139
53
$32.4M 0.67%
383,169
-94,418
54
$32.4M 0.67%
419,473
+4,808
55
$30.5M 0.63%
1,270,689
+1,575
56
$30M 0.62%
634,489
+8,170
57
$29.8M 0.62%
350,908
+2,488
58
$29.2M 0.61%
511,914
+100,632
59
$29.1M 0.6%
303,074
-1,360
60
$28.8M 0.6%
253,328
-405,505
61
$27.6M 0.57%
638,910
+66,610
62
$27.5M 0.57%
1,151,528
+25,012
63
$27.4M 0.57%
216,925
-154,726
64
$26.8M 0.55%
255,409
+111,554
65
$26.3M 0.55%
227,581
+2,246
66
$26.2M 0.54%
124,531
+119,918
67
$25.1M 0.52%
233,307
-58,780
68
$25.1M 0.52%
414,098
+64,553
69
$24.6M 0.51%
517,001
-5,042
70
$24.5M 0.51%
438,777
+23,835
71
$24.3M 0.5%
521,561
+23,438
72
$23.8M 0.49%
186,492
+11,747
73
$23.6M 0.49%
725,276
+26,932
74
$23.1M 0.48%
194,330
+18,783
75
$22.6M 0.47%
1,639,464
+20,892
1 2
3
4 5