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
$5.6B
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$36.5M
3
+$26.6M
4
MDT icon
Medtronic
MDT
+$26.1M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$25.3M

Top Sells

1
+$89.7M
2
+$32.7M
3
+$27.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$25.1M
5
CMCSA icon
Comcast
CMCSA
+$21.3M

Sector Composition

1 Financials 13.52%
2 Healthcare 9.64%
3 Technology 8.62%
4 Consumer Discretionary 8.09%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$548K 0.01%
4,040
-44,002
227
$543K 0.01%
5,228
+43
228
$530K 0.01%
6,511
+356
229
$515K 0.01%
25,820
+6,346
230
$475K 0.01%
19,577
-4,319
231
$465K 0.01%
+2,496
232
$465K 0.01%
7,334
233
$453K 0.01%
9,312
-98
234
$447K 0.01%
3,400
-55
235
$424K 0.01%
3,211
236
$421K 0.01%
2,062
237
$386K 0.01%
4,750
-50
238
$384K 0.01%
9,356
+1,516
239
$384K 0.01%
8,300
240
$344K 0.01%
4,355
+8
241
$324K 0.01%
11,689
+2,250
242
$318K 0.01%
+8,915
243
$306K 0.01%
7,051
+234
244
$301K 0.01%
3,778
245
$297K 0.01%
3,012
-271
246
$264K ﹤0.01%
4,774
+11
247
$259K ﹤0.01%
4,252
+9
248
$256K ﹤0.01%
2,800
249
$252K ﹤0.01%
+2,960
250
$234K ﹤0.01%
+4,500
7 8 9
10
11