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
76
$25.5M 0.49%
2,168,964
-10,424
77
$25.4M 0.49%
274,101
+45,533
78
$24.9M 0.48%
185,630
-4,457
79
$24.3M 0.47%
454,560
+4,571
80
$23.8M 0.46%
428,571
+187,664
81
$21.6M 0.42%
249,251
+47,509
82
$21.6M 0.42%
144,754
+797
83
$21.6M 0.42%
486,705
+41,200
84
$21.4M 0.41%
+612,845
85
$21.3M 0.41%
145,544
+707
86
$21.1M 0.41%
192,662
-50,284
87
$20.6M 0.4%
110,814
+59,651
88
$20.1M 0.39%
129,278
-899
89
$19.9M 0.38%
163,207
-4,424
90
$19.8M 0.38%
369,858
+25,628
91
$19.8M 0.38%
156,378
+130,193
92
$19.1M 0.37%
311,312
-578,441
93
$18.9M 0.37%
124,872
-60,703
94
$18.4M 0.36%
258,485
+2,700
95
$18M 0.35%
275,327
96
$18M 0.35%
495,526
-296,543
97
$17.8M 0.35%
212,174
-166,372
98
$17.7M 0.34%
+352,265
99
$17.5M 0.34%
219,975
+7,126
100
$17.3M 0.33%
165,057
+3,183
2 3
4
5 6