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
$4.57B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$107M
3
+$97.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$96.5M
5
MMM icon
3M
MMM
+$86.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.77%
2 Industrials 12.75%
3 Healthcare 11.25%
4 Technology 10.01%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15.9M 0.35%
+187,324
102
$15.7M 0.34%
+200,057
103
$15.7M 0.34%
+1,128,060
104
$14.9M 0.33%
+235,627
105
$14.8M 0.32%
+678,455
106
$12.4M 0.27%
+199,925
107
$12M 0.26%
+183,756
108
$11.8M 0.26%
+140,005
109
$11.7M 0.26%
+45,665
110
$10.9M 0.24%
+444,200
111
$10.6M 0.23%
+145,330
112
$10.5M 0.23%
+488,019
113
$10.4M 0.23%
+94,341
114
$10.2M 0.22%
+169,349
115
$10.1M 0.22%
+207,530
116
$9.09M 0.2%
+117,368
117
$8.66M 0.19%
+148,098
118
$7.91M 0.17%
+9,566
119
$7.67M 0.17%
+107,568
120
$6.88M 0.15%
+291,267
121
$6.64M 0.15%
+30,863
122
$6.6M 0.14%
+72,835
123
$6.47M 0.14%
+165,000
124
$6.32M 0.14%
+50,842
125
$6.23M 0.14%
+129,728
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5
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