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
126
$7.35M 0.16%
6,450
-9,560
127
$7.17M 0.15%
+323,880
128
$7.12M 0.15%
196,127
+1,580
129
$6.99M 0.15%
74,243
-218
130
$6.97M 0.15%
124,401
-268,099
131
$6.31M 0.14%
72,815
-8,000
132
$6.31M 0.14%
23,892
+4,966
133
$6.23M 0.13%
90,256
-808
134
$6.17M 0.13%
167,000
+8,789
135
$6.06M 0.13%
149,402
-53,040
136
$5.62M 0.12%
42,850
137
$5.41M 0.12%
59,252
+45,286
138
$5.1M 0.11%
99,290
-195
139
$4.77M 0.1%
59,866
+21,473
140
$4.61M 0.1%
113,168
+4,248
141
$3.7M 0.08%
99,439
-21,498
142
$3.52M 0.08%
43,394
-1,756
143
$3.52M 0.08%
25,902
-1,041
144
$3.4M 0.07%
85,960
+5,084
145
$3.32M 0.07%
68,621
+3,818
146
$3.29M 0.07%
72,000
-37,800
147
$3.28M 0.07%
162,980
-19,820
148
$3.18M 0.07%
57,000
-43,000
149
$3M 0.06%
29,567
-1,571
150
$2.49M 0.05%
+27,864
4 5
6
7 8