MIH
Madison Investment Holdings Portfolio holdings
AUM
$6.16B
This Quarter Return
+9.13%
1 Year Return
+11.71%
3 Year Return
+48.7%
5 Year Return
+77.84%
10 Year Return
–
AUM
$5.16B
AUM Growth
+$5.16B
(+9.1%)
Cap. Flow
+$18.1M
Cap. Flow
% of AUM
0.35%
Top 10 Holdings %
Top 10 Hldgs %
17.33%
Holding
247
New
15
Increased
83
Reduced
115
Closed
11
Top Buys
| 1 |
Baxter International
BAX
|
$51.5M |
| 2 |
COL
Rockwell Collins
COL
|
$42.5M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$41M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$31.2M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$31.2M |
Top Sells
| 1 |
Nike
NKE
|
$36.2M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$35.8M |
| 3 |
3M
MMM
|
$34.7M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$31.5M |
| 5 |
Becton Dickinson
BDX
|
$27.3M |
Sector Composition
| 1 | Financials | 15.78% |
| 2 | Healthcare | 11.37% |
| 3 | Industrials | 11.11% |
| 4 | Technology | 10.65% |
| 5 | Consumer Discretionary | 10.04% |
