MIH

Madison Investment Holdings Portfolio holdings

AUM $6.16B
1-Year Est. Return 11.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$46.8M
3
+$19.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$19.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$15.5M

Top Sells

1
+$23.3M
2
+$19.7M
3
+$17.3M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$17.1M
5
DEO icon
Diageo
DEO
+$16.1M

Sector Composition

1 Financials 14.98%
2 Healthcare 9.82%
3 Technology 8.86%
4 Industrials 7.87%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$202K ﹤0.01%
+3,780
252
$15K ﹤0.01%
+10,560
253
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-127,000
254
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-3,600
255
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-16,529
256
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-183,473
257
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-274,365
258
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-1,703
259
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-29,717
260
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-41,300
261
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-125,060
262
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-4,600
263
– –
-428,065
264
– –
-11,401
7 8 9 10
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