MIH

Madison Investment Holdings Portfolio holdings

AUM $6.16B
1-Year Est. Return 11.71%
This Quarter Est. Return
1 Year Est. Return
+11.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.94B
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$25.3M
3
+$15.6M
4
HCA icon
HCA Healthcare
HCA
+$15.3M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$13.9M

Top Sells

1
+$31.9M
2
+$21.6M
3
+$20.7M
4
COL
Rockwell Collins
COL
+$20.5M
5
UNH icon
UnitedHealth
UNH
+$19.3M

Sector Composition

1 Financials 15.21%
2 Healthcare 10.43%
3 Industrials 9.53%
4 Consumer Discretionary 8.74%
5 Technology 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.5M 1.04%
1,673,720
-108,052
27
$49.8M 1.01%
539,483
-222,327
28
$47M 0.95%
493,872
-8,698
29
$43.9M 0.89%
1,378,908
-40,653
30
$42.3M 0.86%
799,221
-25,281
31
$41.8M 0.85%
897,069
+1,542
32
$40.6M 0.82%
710,521
+95,130
33
$40.5M 0.82%
662,533
-280,320
34
$40.4M 0.82%
581,499
-10,881
35
$40.1M 0.81%
697,217
-375,427
36
$39.4M 0.8%
289,266
-81,084
37
$38.5M 0.78%
904,857
+94,384
38
$37.5M 0.76%
1,197,288
+28,132
39
$37.3M 0.76%
845,410
-114,670
40
$37.3M 0.75%
1,289,052
+423,825
41
$37.2M 0.75%
1,176,551
-29,833
42
$37.1M 0.75%
660,118
+13,350
43
$36.9M 0.75%
1,453,604
+177,725
44
$35.9M 0.73%
+691,543
45
$35.7M 0.72%
342,970
-8,804
46
$35M 0.71%
420,418
-42,124
47
$35M 0.71%
920,655
-338,245
48
$34.7M 0.7%
1,556,226
+132,042
49
$34.3M 0.69%
305,164
+71,728
50
$33.4M 0.68%
725,375
+150,774
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