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
$5.59B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$47.7M
3
+$20.7M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$19.7M
5
ADI icon
Analog Devices
ADI
+$16.3M

Top Sells

1
+$23.3M
2
+$20.9M
3
+$17.3M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$16.9M
5
DEO icon
Diageo
DEO
+$16.4M

Sector Composition

1 Financials 14.98%
2 Healthcare 9.82%
3 Technology 8.86%
4 Industrials 7.87%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$36.2M 0.65%
608,884
-390
52
$35.6M 0.64%
479,590
-48,334
53
$34.1M 0.61%
325,191
-78,352
54
$33.6M 0.6%
221,158
-66,759
55
$33.1M 0.59%
897,778
-158,244
56
$32.4M 0.58%
525,445
-13,000
57
$32M 0.57%
335,456
-24,678
58
$31.6M 0.57%
496,231
+1,095
59
$30.5M 0.54%
186,374
+3,303
60
$30.2M 0.54%
783,228
-95,288
61
$29.6M 0.53%
1,169,354
-52,781
62
$29.6M 0.53%
212,050
-36,237
63
$29.4M 0.53%
157,914
+32,562
64
$29.3M 0.52%
243,985
+1,447
65
$28.8M 0.51%
846,245
+16,500
66
$28.6M 0.51%
2,509,116
+13,404
67
$27.8M 0.5%
734,975
+2,535
68
$27.3M 0.49%
273,389
-446
69
$27.3M 0.49%
232,024
+67,648
70
$27M 0.48%
200,140
-7,066
71
$26.6M 0.48%
1,039,305
-569,395
72
$26.5M 0.47%
473,250
-22,265
73
$26.5M 0.47%
379,501
+71,176
74
$26.3M 0.47%
1,682,820
-80,865
75
$25.9M 0.46%
224,577
-25,045
1 2
3
4 5