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
201
$452K 0.01%
4,868
+21
202
$445K 0.01%
6,472
203
$439K 0.01%
15,982
-635,589
204
$430K 0.01%
16,534
-7,289
205
$373K 0.01%
4,090
206
$369K 0.01%
5,542
+32
207
$362K 0.01%
13,491
+459
208
$361K 0.01%
10,820
-248
209
$354K 0.01%
8,996
-3,246
210
$342K 0.01%
+7,434
211
$323K 0.01%
+2,321
212
$319K 0.01%
+3,263
213
$311K 0.01%
6,240
+775
214
$298K 0.01%
+3,236
215
$282K 0.01%
+34,884
216
$270K 0.01%
3,297
-70
217
$270K 0.01%
+4,060
218
$264K 0.01%
5,143
-30
219
$253K 0.01%
+14,507
220
$246K 0.01%
3,180
-830
221
$240K 0.01%
3,755
222
$219K ﹤0.01%
6,660
223
$212K ﹤0.01%
4,600
224
$211K ﹤0.01%
7,000
225
$202K ﹤0.01%
+5,797
6 7 8
9
10