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
151
$2.65M 0.06%
+71,974
152
$2.63M 0.06%
+108,095
153
$2.54M 0.06%
+160,000
154
$2.45M 0.05%
+98,610
155
$2.24M 0.05%
+29,773
156
$2.21M 0.05%
+57,821
157
$2.04M 0.04%
+17,121
158
$2.01M 0.04%
+345,020
159
$1.88M 0.04%
+49,108
160
$1.85M 0.04%
+113,915
161
$1.77M 0.04%
+73,792
162
$1.76M 0.04%
+26,538
163
$1.73M 0.04%
+15,061
164
$1.63M 0.04%
+5,576
165
$1.53M 0.03%
+119,000
166
$1.53M 0.03%
+33,814
167
$1.42M 0.03%
+26,827
168
$1.32M 0.03%
+40,000
169
$1.25M 0.03%
+86,061
170
$1.23M 0.03%
+24,355
171
$1.12M 0.02%
+21,945
172
$1.03M 0.02%
+25,275
173
$964K 0.02%
+13,220
174
$932K 0.02%
+20,235
175
$891K 0.02%
+25,848
5 6
7
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