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
126
$6.19M 0.14%
+154,388
127
$5.94M 0.13%
+153,175
128
$5.8M 0.13%
+210,000
129
$5.66M 0.12%
+172,822
130
$5.57M 0.12%
+88,187
131
$5.06M 0.11%
+149,600
132
$4.95M 0.11%
+310,695
133
$4.83M 0.11%
+353,928
134
$4.75M 0.1%
+196,206
135
$4.6M 0.1%
+246,940
136
$4.49M 0.1%
+111,272
137
$4.39M 0.1%
+23,626
138
$4.25M 0.09%
+124,272
139
$4.17M 0.09%
+16,540
140
$3.81M 0.08%
+139,300
141
$3.73M 0.08%
+65,110
142
$3.73M 0.08%
+75,000
143
$3.55M 0.08%
+265,000
144
$3.43M 0.08%
+238,390
145
$3.3M 0.07%
+15,689
146
$2.93M 0.06%
+26,134
147
$2.92M 0.06%
+43,190
148
$2.8M 0.06%
+384,250
149
$2.79M 0.06%
+90,000
150
$2.67M 0.06%
+85,168
4 5
6
7 8