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
$5.16B
AUM Growth
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$34.8M
3
+$27.9M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$23M
5
GM icon
General Motors
GM
+$21.4M

Top Sells

1
+$39.3M
2
+$35.4M
3
+$20.9M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$19.6M
5
TIF
Tiffany & Co.
TIF
+$19.6M

Sector Composition

1 Financials 15.35%
2 Technology 8.81%
3 Healthcare 8.36%
4 Industrials 8.32%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$52.3M 1.01%
1,355,860
+292,400
27
$52.2M 1.01%
445,299
-6,679
28
$50.1M 0.97%
481,992
-29,896
29
$48.4M 0.94%
398,562
-161,353
30
$48.2M 0.93%
698,635
-12,835
31
$44.6M 0.86%
601,718
-17,094
32
$44.2M 0.86%
1,672,430
-40,624
33
$44.1M 0.86%
672,729
-16,810
34
$43.6M 0.84%
1,942,876
-14,508
35
$43.5M 0.84%
518,660
-23,598
36
$42.4M 0.82%
534,376
-39,119
37
$42.1M 0.82%
539,507
+88,185
38
$41.4M 0.8%
1,395,389
+104,124
39
$41.1M 0.8%
814,702
-33,802
40
$40.5M 0.78%
764,203
-6,268
41
$40.2M 0.78%
424,676
+40,536
42
$39.9M 0.77%
621,476
+62,279
43
$39.4M 0.76%
573,300
-3,444
44
$36.6M 0.71%
464,842
+287
45
$36.5M 0.71%
404,001
+1,889
46
$36.4M 0.71%
969,656
+10,040
47
$36M 0.7%
1,829,280
-13,369
48
$35.4M 0.68%
1,513,429
-128,214
49
$35M 0.68%
1,217,211
-7,356
50
$34.9M 0.68%
316,842
-2,678
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