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
126
$11.4M 0.24%
124,098
+3,645
127
$11.2M 0.23%
+48,537
128
$11.1M 0.23%
206,332
-680
129
$11.1M 0.23%
284,980
+22,599
130
$10.8M 0.22%
302,238
+19,820
131
$10.6M 0.22%
233,928
-46,273
132
$10.4M 0.22%
+287,970
133
$9.91M 0.21%
+101,750
134
$9.89M 0.21%
254,677
+53,565
135
$9.89M 0.21%
173,218
+120,300
136
$9.76M 0.2%
305,784
+6,784
137
$9.46M 0.2%
411,863
+336,713
138
$9.41M 0.2%
117,176
-23,153
139
$8.7M 0.18%
148,435
140
$8.46M 0.18%
283,395
-619
141
$7.79M 0.16%
238,619
+8,162
142
$7.22M 0.15%
+82,798
143
$7.16M 0.15%
188,150
+27,840
144
$6.95M 0.14%
384,085
+9,750
145
$6.78M 0.14%
125,800
+31,700
146
$6.77M 0.14%
63,214
+44,214
147
$6.73M 0.14%
200,867
-16,750
148
$6.62M 0.14%
+64,039
149
$6.54M 0.14%
66,264
+33,600
150
$6.18M 0.13%
80,276
-67,469
4 5
6
7 8