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
$5.61B
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$40.6M
3
+$34M
4
TJX icon
TJX Companies
TJX
+$26.4M
5
AES icon
AES
AES
+$25.2M

Top Sells

1
+$50.5M
2
+$50.2M
3
+$24.5M
4
CPRT icon
Copart
CPRT
+$22.7M
5
MPC icon
Marathon Petroleum
MPC
+$20.4M

Sector Composition

1 Financials 15.26%
2 Healthcare 9.54%
3 Technology 7.87%
4 Consumer Discretionary 7.46%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38.4M 0.68%
498,123
+18,643
52
$38.2M 0.68%
457,483
-11,681
53
$34M 0.61%
+566,000
54
$33.9M 0.6%
308,968
+50,932
55
$33.4M 0.59%
1,877,352
+258,422
56
$32.9M 0.59%
299,414
+19,569
57
$32.3M 0.57%
528,765
-7,180
58
$32M 0.57%
260,759
-48,878
59
$30.9M 0.55%
1,016,005
-391,474
60
$30.9M 0.55%
444,951
+55,513
61
$30.9M 0.55%
1,173,770
+316,000
62
$30.2M 0.54%
235,304
+16,541
63
$30.2M 0.54%
1,008,330
+86,816
64
$30.2M 0.54%
458,341
-108,195
65
$30.2M 0.54%
594,641
-16,741
66
$29.1M 0.52%
479,498
-9,382
67
$29M 0.52%
1,774,287
-550,554
68
$28.8M 0.51%
443,005
-13,700
69
$28.8M 0.51%
254,680
-446,880
70
$28.8M 0.51%
252,358
+26,759
71
$28.1M 0.5%
376,337
+121,668
72
$28M 0.5%
156,969
-8,854
73
$27.9M 0.5%
649,970
-6,464
74
$27.6M 0.49%
923,541
+58,329
75
$27.3M 0.49%
521,867
-37,117
1 2
3
4 5