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
151
$6.13M 0.13%
+117,504
152
$5.84M 0.12%
126,060
-25,618
153
$5.56M 0.12%
131,157
-3,000
154
$5.26M 0.11%
+82,290
155
$5.25M 0.11%
106,620
-79,570
156
$5.23M 0.11%
35,374
157
$4.92M 0.1%
134,836
-783
158
$4.9M 0.1%
110,400
-12,800
159
$4.79M 0.1%
+149,596
160
$4.77M 0.1%
28,804
-154
161
$4.75M 0.1%
44,300
162
$4.71M 0.1%
17,286
+270
163
$4.7M 0.1%
+153,540
164
$4.5M 0.09%
+117,262
165
$4.46M 0.09%
182,066
+162,546
166
$4.16M 0.09%
+150,164
167
$4.07M 0.08%
99,892
+4,204
168
$4.01M 0.08%
83,924
+3,336
169
$3.1M 0.06%
86,600
+300
170
$3.02M 0.06%
155,485
+9,710
171
$3M 0.06%
111,240
-134,371
172
$2.97M 0.06%
35,595
-29,600
173
$2.86M 0.06%
93,122
+38,804
174
$2.69M 0.06%
+48,030
175
$2.55M 0.05%
188,150
-147,493
5 6
7
8 9