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
$5.6B
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$36.5M
3
+$26.6M
4
MDT icon
Medtronic
MDT
+$26.1M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$25.3M

Top Sells

1
+$89.7M
2
+$32.7M
3
+$27.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$25.1M
5
CMCSA icon
Comcast
CMCSA
+$21.3M

Sector Composition

1 Financials 13.52%
2 Healthcare 9.64%
3 Technology 8.62%
4 Consumer Discretionary 8.09%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18.4M 0.33%
341,024
-15,500
102
$18.1M 0.32%
327,266
-6,136
103
$17.9M 0.32%
227,618
-6,157
104
$17.8M 0.32%
487,225
-268,000
105
$17.6M 0.31%
316,360
-8,000
106
$17.3M 0.31%
159,085
-46,017
107
$16.1M 0.29%
257,665
-2,656
108
$16M 0.29%
356,095
+44,125
109
$15.6M 0.28%
269,669
+24,805
110
$15.6M 0.28%
84,373
-32,222
111
$15.5M 0.28%
198,211
-1,277
112
$15.4M 0.28%
+265,500
113
$15.3M 0.27%
255,730
-273,035
114
$15.1M 0.27%
493,360
-18,000
115
$14.8M 0.26%
104,178
-1,076
116
$14.7M 0.26%
827,096
-56,000
117
$14.3M 0.25%
338,080
-481,633
118
$13.8M 0.25%
237,850
-241,648
119
$13.7M 0.24%
537,978
+6,086
120
$13.6M 0.24%
87,097
-636
121
$13.6M 0.24%
100,665
-52,796
122
$13.4M 0.24%
238,150
-1,775
123
$13.2M 0.24%
190,638
-3,473
124
$13.1M 0.23%
97,283
-1,821
125
$12.7M 0.23%
103,994
-2,712
3 4
5
6 7