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
51
$33.4M 0.68%
448,727
+39,488
52
$32.6M 0.66%
241,261
+12,583
53
$32.4M 0.66%
549,004
+7,270
54
$32.3M 0.65%
975,630
-35,500
55
$32.2M 0.65%
486,811
-63,782
56
$32.2M 0.65%
671,697
-17,039
57
$31.9M 0.65%
431,678
+140,508
58
$31.6M 0.64%
453,086
-52,437
59
$31.2M 0.63%
357,491
-6,780
60
$31M 0.63%
295,788
-88,570
61
$30.6M 0.62%
1,100,851
-22,599
62
$30.4M 0.62%
1,977,203
-52,282
63
$30.4M 0.62%
382,791
-9,893
64
$30.4M 0.62%
313,756
+63,992
65
$29.9M 0.61%
385,271
+61,299
66
$29.8M 0.6%
868,665
-33,435
67
$29.7M 0.6%
313,644
-33,800
68
$27.6M 0.56%
372,612
-48,392
69
$27.5M 0.56%
427,654
-3,418
70
$27.4M 0.56%
444,002
+97,000
71
$27.3M 0.55%
306,803
-23,615
72
$27.2M 0.55%
492,026
+194,009
73
$27M 0.55%
401,561
-7,050
74
$26.4M 0.54%
404,671
+19,221
75
$26.3M 0.53%
272,157
-55,070
1 2
3
4 5