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
$4.71B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$67.7M
2
+$35.1M
3
+$34.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$29.1M
5
TIF
Tiffany & Co.
TIF
+$25.6M

Top Sells

1
+$42.7M
2
+$42.5M
3
+$29.8M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$28.3M
5
JWN
Nordstrom
JWN
+$28.1M

Sector Composition

1 Financials 13.85%
2 Industrials 8.96%
3 Technology 8.86%
4 Healthcare 8.22%
5 Consumer Staples 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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240
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6 7 8 9
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