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
76
$25.7M 0.55%
458,002
-198,000
77
$25.5M 0.55%
510,942
-74,252
78
$25M 0.54%
650,203
+200,203
79
$24.8M 0.53%
834,721
+145,575
80
$24.1M 0.52%
1,793,912
-145,440
81
$23.9M 0.51%
315,191
-18,124
82
$23.8M 0.51%
+459,852
83
$23.3M 0.5%
295,459
+10,198
84
$23.1M 0.5%
220,159
-53,188
85
$22.9M 0.49%
+822,072
86
$22.2M 0.48%
139,238
-2,842
87
$21.9M 0.47%
787,861
-47,979
88
$21.8M 0.47%
479,135
+27,109
89
$21.7M 0.47%
1,101,990
-99,336
90
$21.4M 0.46%
457,403
-36,924
91
$21.3M 0.46%
247,710
+105
92
$20.6M 0.44%
870,654
-1,573,996
93
$19.2M 0.41%
202,762
-1,978
94
$19.1M 0.41%
+214,915
95
$18.5M 0.4%
333,657
+25,847
96
$18.3M 0.39%
445,096
+13,740
97
$17.7M 0.38%
331,549
+47,470
98
$17.6M 0.38%
422,352
+47,104
99
$17.5M 0.38%
156,156
-3,380
100
$17.4M 0.37%
321,289
-61,955
2 3
4
5 6