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
$5.08B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$47.6M
2
+$39.3M
3
+$36.4M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$32.6M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$28.8M

Top Sells

1
+$30.1M
2
+$28.8M
3
+$26.3M
4
ROST icon
Ross Stores
ROST
+$21.3M
5
MCD icon
McDonald's
MCD
+$21M

Sector Composition

1 Financials 14.34%
2 Technology 9.35%
3 Healthcare 9.11%
4 Industrials 8.49%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.3M 0.22%
128,322
+4,224
127
$11.1M 0.22%
131,297
-91,664
128
$10.4M 0.21%
207,103
-199,700
129
$10.4M 0.2%
207,427
-205,839
130
$10.3M 0.2%
374,804
+91,409
131
$10.2M 0.2%
+319,007
132
$10.2M 0.2%
114,234
-16,962
133
$10.2M 0.2%
240,907
+123,645
134
$9.62M 0.19%
241,177
-13,500
135
$9.38M 0.18%
173,218
136
$9.35M 0.18%
167,936
-230,746
137
$9.34M 0.18%
307,764
+1,980
138
$9.32M 0.18%
61,129
-58,637
139
$9.13M 0.18%
109,209
-7,967
140
$8.94M 0.18%
+51,163
141
$8.86M 0.17%
+84,712
142
$8.76M 0.17%
83,764
+17,500
143
$8.62M 0.17%
273,745
+72,878
144
$8.6M 0.17%
88,148
+5,350
145
$8.47M 0.17%
105,841
-58,708
146
$8.35M 0.16%
135,135
-13,300
147
$7.5M 0.15%
77,555
+41,960
148
$7.37M 0.15%
393,575
+9,490
149
$7.34M 0.14%
+179,220
150
$7.13M 0.14%
51,885
-80,032
4 5
6
7 8