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
101
$16.5M 0.34%
126,767
+14,012
102
$16.3M 0.34%
361,040
+224,240
103
$16.1M 0.33%
212,915
+23,448
104
$15.6M 0.32%
294,827
-16,500
105
$15.1M 0.31%
181,160
+53,616
106
$15.1M 0.31%
66,359
+7,729
107
$14.2M 0.29%
207,531
+47,275
108
$14.1M 0.29%
164,549
-165,440
109
$13.8M 0.29%
442,531
-29,000
110
$13.8M 0.29%
193,971
-206,638
111
$13.7M 0.28%
252,062
+900
112
$13.7M 0.28%
143,286
-1,732
113
$13.6M 0.28%
121,099
+27,653
114
$13.2M 0.27%
180,430
+4,000
115
$13.1M 0.27%
133,920
+17,730
116
$12.7M 0.26%
231,865
+19,273
117
$12.7M 0.26%
145,888
+15,500
118
$12.6M 0.26%
52,005
+3,045
119
$12.3M 0.25%
135,241
-1,594
120
$12M 0.25%
192,215
+18,565
121
$11.9M 0.25%
179,612
+14,525
122
$11.9M 0.25%
281,856
+67,704
123
$11.7M 0.24%
131,196
-15,468
124
$11.7M 0.24%
176,342
+2,489
125
$11.6M 0.24%
536,085
+121,665
3 4
5
6 7