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
201
$853K 0.02%
33,800
-43,700
202
$754K 0.02%
3,921
203
$709K 0.01%
5,917
-3,506
204
$705K 0.01%
18,201
+541
205
$704K 0.01%
84,870
+59,472
206
$693K 0.01%
14,634
-52,844
207
$663K 0.01%
+10,705
208
$645K 0.01%
6,249
+2,986
209
$622K 0.01%
10,990
-2,000
210
$579K 0.01%
+14,723
211
$562K 0.01%
7,596
-1,854
212
$531K 0.01%
5,703
+517
213
$510K 0.01%
+4,597
214
$499K 0.01%
13,560
-2,800
215
$474K 0.01%
4,724
216
$462K 0.01%
+17,800
217
$459K 0.01%
4,730
-1,055
218
$439K 0.01%
5,972
-500
219
$413K 0.01%
5,647
220
$389K 0.01%
13,032
221
$362K 0.01%
8,294
222
$357K 0.01%
13,991
223
$349K 0.01%
+11,697
224
$343K 0.01%
7,334
-100
225
$332K 0.01%
7,940
-278
6 7 8
9
10