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
76
$22.2M 0.46%
398,682
-32,012
77
$22.2M 0.46%
1,546,272
-12,252
78
$22.1M 0.46%
425,530
+48,149
79
$22M 0.46%
340,415
-1,307
80
$21.8M 0.45%
761,037
+193,181
81
$21.5M 0.45%
1,938,804
-2,508
82
$21M 0.44%
177,624
-1,130
83
$21M 0.43%
788,410
+16,181
84
$20.9M 0.43%
406,803
-23,000
85
$20.7M 0.43%
141,159
+7,659
86
$20.3M 0.42%
200,399
+77,686
87
$19.8M 0.41%
413,266
+340,317
88
$19.2M 0.4%
102,660
-871
89
$18.8M 0.39%
119,766
+20,662
90
$18.7M 0.39%
222,961
-12,863
91
$18.5M 0.38%
121,721
+5,661
92
$18.5M 0.38%
228,741
+7,111
93
$18.3M 0.38%
131,917
+40,999
94
$18.2M 0.38%
166,680
-10,500
95
$17.1M 0.35%
210,937
+2,450
96
$16.9M 0.35%
208,076
+61,074
97
$16.9M 0.35%
159,324
+8,553
98
$16.9M 0.35%
223,235
-97,210
99
$16.7M 0.35%
299,643
+203,682
100
$16.7M 0.35%
368,400
+124,995