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
101
$17M 0.36%
123,505
-1,093
102
$16.9M 0.36%
350,408
-247,361
103
$16.7M 0.36%
1,076,920
+4,600
104
$16.1M 0.35%
141,985
+43,384
105
$15.6M 0.33%
128,907
-569
106
$14.2M 0.3%
41,845
+21,190
107
$12.6M 0.27%
49,602
+10,120
108
$12.3M 0.26%
+97,665
109
$12.1M 0.26%
+131,724
110
$10.9M 0.23%
280,096
-48,155
111
$10.7M 0.23%
112,985
+8,570
112
$10.2M 0.22%
99,000
+3,300
113
$10.2M 0.22%
150,804
-358,876
114
$9.63M 0.21%
342,416
-41,297
115
$9.27M 0.2%
53,400
-156,895
116
$8.94M 0.19%
107,247
-52,056
117
$8.89M 0.19%
246,409
-28,387
118
$8.88M 0.19%
106,931
-2,070
119
$8.8M 0.19%
67,952
-698
120
$8.49M 0.18%
129,564
-18,481
121
$8.47M 0.18%
167,995
-8,280
122
$8.21M 0.18%
73,432
-14,300
123
$8.21M 0.18%
194,348
+51,818
124
$7.45M 0.16%
407,540
+27,845
125
$7.37M 0.16%
202,955
+196,665
3 4
5
6 7