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
176
$602K 0.01%
12,223
177
$588K 0.01%
9,680
178
$564K 0.01%
14,266
+151
179
$554K 0.01%
2,679
+487
180
$550K 0.01%
11,691
181
$546K 0.01%
23,112
182
$529K 0.01%
6,040
183
$527K 0.01%
11,477
+409
184
$497K 0.01%
4,920
185
$476K 0.01%
9,633
-29
186
$448K 0.01%
6,470
+385
187
$439K 0.01%
6,240
-2,750
188
$427K 0.01%
6,250
189
$402K 0.01%
8,290
190
$382K 0.01%
6,472
+1,500
191
$380K 0.01%
14,988
-3,935
192
$380K 0.01%
3,988
+30
193
$378K 0.01%
20,298
194
$377K 0.01%
15,270
-3,800
195
$361K 0.01%
7,610
196
$324K 0.01%
+5,876
197
$320K 0.01%
11,451
-174
198
$317K 0.01%
8,000
199
$312K 0.01%
3,925
200
$296K 0.01%
4,212
6 7
8
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