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
$4.61B
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$39M
3
+$19.7M
4
MSFT icon
Microsoft
MSFT
+$19.6M
5
GE icon
GE Aerospace
GE
+$19.3M

Top Sells

1
+$32.3M
2
+$29.4M
3
+$22.4M
4
COST icon
Costco
COST
+$20.2M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20M

Sector Composition

1 Financials 14.53%
2 Consumer Discretionary 9.19%
3 Healthcare 9.11%
4 Technology 8.84%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.66M 0.04%
21,326
-9,854
177
$1.61M 0.03%
76,507
+4,323
178
$1.55M 0.03%
33,281
-2,812
179
$1.47M 0.03%
19,308
-185
180
$1.43M 0.03%
36,620
-1,960
181
$1.18M 0.03%
10,316
+70
182
$975K 0.02%
28,296
-1,713
183
$970K 0.02%
16,513
+171
184
$969K 0.02%
4,732
+59
185
$905K 0.02%
27,677
-356
186
$902K 0.02%
33,800
187
$876K 0.02%
9,423
188
$747K 0.02%
8,493
-140
189
$733K 0.02%
3,921
190
$721K 0.02%
13,030
-35
191
$684K 0.01%
16,360
-150
192
$681K 0.01%
9,450
-230
193
$643K 0.01%
18,329
-5,616
194
$640K 0.01%
10,993
-350
195
$621K 0.01%
20,120
-3,290
196
$564K 0.01%
21,712
+7,168
197
$497K 0.01%
5,815
-225
198
$470K 0.01%
+4,724
199
$468K 0.01%
13,991
-195
200
$453K 0.01%
21,736
+4,801
6 7
8
9 10