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
51
$34.7M 0.67%
1,275,568
+409,481
52
$34.6M 0.67%
1,204,676
-107,820
53
$34.3M 0.66%
652,379
-5,159
54
$32.4M 0.63%
1,072,708
-406,459
55
$32.2M 0.62%
1,111,940
-228,712
56
$31.3M 0.61%
682,032
-6,134
57
$30.8M 0.6%
300,839
-1,532
58
$30.7M 0.59%
355,821
-200
59
$30.6M 0.59%
863,297
-4,999
60
$30M 0.58%
705,311
-185,109
61
$30M 0.58%
254,836
+680
62
$29.3M 0.57%
239,452
-142,668
63
$29.2M 0.57%
250,057
-9,266
64
$29.1M 0.56%
2,001,468
+76,542
65
$28.2M 0.55%
569,370
+203,120
66
$28.1M 0.54%
406,797
+16,346
67
$27.9M 0.54%
+427,697
68
$27.8M 0.54%
177,527
-1,650
69
$27.7M 0.54%
426,665
-107,587
70
$27.7M 0.54%
239,883
+155,171
71
$27.5M 0.53%
478,715
-112,170
72
$26.1M 0.51%
411,098
-18,650
73
$25.9M 0.5%
1,542,040
-11,360
74
$25.9M 0.5%
225,651
-6,782
75
$25.6M 0.5%
829,416
-224,584
1 2
3
4 5