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
151
$2.34M 0.05%
189,420
152
$2.2M 0.05%
45,826
-1,974
153
$2.01M 0.04%
7,198
+112
154
$1.79M 0.04%
94,248
+6,000
155
$1.78M 0.04%
22,627
-8,873
156
$1.73M 0.04%
27,665
+1,485
157
$1.45M 0.03%
21,123
-4,087
158
$1.42M 0.03%
15,657
-36,674
159
$1.28M 0.03%
32,014
-1,877
160
$1.2M 0.03%
14,226
-124,512
161
$1.18M 0.03%
19,313
-165,809
162
$1.08M 0.02%
5,191
-9
163
$1.02M 0.02%
9,722
-87
164
$929K 0.02%
21,535
+695
165
$889K 0.02%
9,423
166
$861K 0.02%
5,613
-676
167
$846K 0.02%
30,416
+1,782
168
$838K 0.02%
26,106
-34
169
$785K 0.02%
21,874
+804
170
$739K 0.02%
+3,921
171
$728K 0.02%
13,110
172
$698K 0.02%
10,500
-175,500
173
$696K 0.01%
8,543
174
$636K 0.01%
16,400
-9,700
175
$606K 0.01%
+17,600
5 6
7
8 9