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
176
$2.54M 0.05%
75,647
+13,136
177
$2.25M 0.05%
36,191
+8,929
178
$2.24M 0.05%
17,176
+8,908
179
$2.15M 0.04%
62,293
-21,701
180
$1.93M 0.04%
105,072
+4,287
181
$1.83M 0.04%
80,522
+3,275
182
$1.8M 0.04%
84,379
+4,861
183
$1.79M 0.04%
177,495
+71,001
184
$1.75M 0.04%
21,021
-77
185
$1.62M 0.03%
46,040
+4,420
186
$1.62M 0.03%
23,493
+10,938
187
$1.57M 0.03%
71,358
-2,654
188
$1.44M 0.03%
+24,380
189
$1.37M 0.03%
17,253
-2,055
190
$1.36M 0.03%
13,368
+4,562
191
$1.32M 0.03%
11,173
+717
192
$1.29M 0.03%
39,233
+9,150
193
$1.2M 0.02%
+4,850
194
$1.15M 0.02%
15,419
-200,494
195
$1.12M 0.02%
+24,204
196
$1.01M 0.02%
46,933
+12,594
197
$961K 0.02%
27,292
-280
198
$928K 0.02%
16,628
+86
199
$911K 0.02%
+19,200
200
$859K 0.02%
24,978
+12,208
6 7
8
9 10