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
126
$12.5M 0.25%
+134,322
127
$12.2M 0.25%
2,150,000
+125,000
128
$11.5M 0.23%
150,636
-494
129
$11.4M 0.23%
487,627
-203,014
130
$10.9M 0.22%
+486,000
131
$10.8M 0.22%
267,247
+1,810
132
$10.5M 0.21%
328,597
-8,103
133
$10.2M 0.21%
187,487
-130,556
134
$10.2M 0.21%
85,172
+16,557
135
$9.75M 0.2%
91,100
-550
136
$9.73M 0.2%
248,141
-4,067
137
$9.37M 0.19%
106,383
+1,055
138
$9.29M 0.19%
+707,443
139
$8.72M 0.18%
108,738
-925
140
$8.51M 0.17%
74,596
+750
141
$8.14M 0.16%
95,406
-30,960
142
$8M 0.16%
69,101
-4,610
143
$7.82M 0.16%
+151,899
144
$7.7M 0.16%
19,054
-1,018
145
$7.66M 0.16%
124,100
146
$7.6M 0.15%
6,600
+200
147
$7.01M 0.14%
91,100
-6,400
148
$6.92M 0.14%
138,752
-18,426
149
$6.91M 0.14%
381,205
-2,615
150
$6.79M 0.14%
129,600
-210
4 5
6
7 8