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
$5.61B
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$40.6M
3
+$34M
4
TJX icon
TJX Companies
TJX
+$26.4M
5
AES icon
AES
AES
+$25.2M

Top Sells

1
+$50.5M
2
+$50.2M
3
+$24.5M
4
CPRT icon
Copart
CPRT
+$22.7M
5
MPC icon
Marathon Petroleum
MPC
+$20.4M

Sector Composition

1 Financials 15.26%
2 Healthcare 9.54%
3 Technology 7.87%
4 Consumer Discretionary 7.46%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.93M 0.07%
46,277
-2,077
177
$3.64M 0.06%
56,000
-2,500
178
$3.54M 0.06%
+42,253
179
$2.93M 0.05%
32,109
-61,433
180
$2.72M 0.05%
120,417
+3,036
181
$2.53M 0.05%
52,300
182
$2.47M 0.04%
37,478
+847
183
$2.1M 0.04%
+25,378
184
$2.02M 0.04%
+32,442
185
$1.81M 0.03%
34,818
-565
186
$1.67M 0.03%
28,550
+1,018
187
$1.6M 0.03%
11,375
-40,975
188
$1.6M 0.03%
22,980
+550
189
$1.55M 0.03%
12,856
-5,722
190
$1.49M 0.03%
17,000
-131,469
191
$1.48M 0.03%
15,823
-4,002
192
$1.4M 0.03%
13,888
-137
193
$1.35M 0.02%
24,927
-44
194
$1.33M 0.02%
9,725
-190
195
$1.05M 0.02%
4,353
196
$1.04M 0.02%
7,657
197
$1.01M 0.02%
31,994
+5,224
198
$988K 0.02%
9,259
+6,264
199
$915K 0.02%
7,631
+262
200
$914K 0.02%
37,354
+15,051
6 7
8
9 10