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
201
$429K 0.01%
+3,858
202
$427K 0.01%
+8,390
203
$421K 0.01%
+12,043
204
$397K 0.01%
+34,460
205
$396K 0.01%
+8,000
206
$387K 0.01%
+16,000
207
$382K 0.01%
+11,068
208
$345K 0.01%
+10,508
209
$345K 0.01%
+5,009
210
$334K 0.01%
+6,800
211
$327K 0.01%
+6,745
212
$284K 0.01%
+4,814
213
$274K 0.01%
+4,790
214
$264K 0.01%
+6,614
215
$256K 0.01%
+3,702
216
$254K 0.01%
+11,625
217
$248K 0.01%
+2,782
218
$247K 0.01%
+11,193
219
$246K 0.01%
+11,012
220
$244K 0.01%
+3,000
221
$227K 0.01%
+6,211
222
$225K ﹤0.01%
+5,497
223
$218K ﹤0.01%
+4,888
224
$212K ﹤0.01%
+5,124
225
$212K ﹤0.01%
+3,147
6 7 8
9
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