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
176
$885K 0.02%
+7,730
177
$863K 0.02%
+18,734
178
$826K 0.02%
+14,446
179
$708K 0.02%
+10,245
180
$677K 0.01%
+45,424
181
$648K 0.01%
+17,223
182
$645K 0.01%
+16,910
183
$609K 0.01%
+31,900
184
$607K 0.01%
+24,803
185
$601K 0.01%
+9,290
186
$597K 0.01%
+9,890
187
$591K 0.01%
+13,110
188
$590K 0.01%
+28,314
189
$544K 0.01%
+8,817
190
$542K 0.01%
+28,304
191
$513K 0.01%
+4,970
192
$492K 0.01%
+9,299
193
$487K 0.01%
+14,350
194
$480K 0.01%
+9,543
195
$478K 0.01%
+9,765
196
$475K 0.01%
+4,810
197
$458K 0.01%
+26,540
198
$457K 0.01%
+7,610
199
$450K 0.01%
+23,112
200
$449K 0.01%
+14,115
6 7
8
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