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
126
$12.1M 0.24%
+135,760
127
$12M 0.23%
57,352
+4,751
128
$12M 0.23%
115,978
+27,830
129
$12M 0.23%
391,772
+13,239
130
$11.8M 0.23%
207,103
131
$11.6M 0.22%
190,425
-3,000
132
$11.5M 0.22%
513,621
-129,120
133
$11.4M 0.22%
+86,449
134
$11.2M 0.22%
131,350
+53
135
$10.9M 0.21%
275,656
-29,530
136
$10.7M 0.21%
315,282
-3,725
137
$10.6M 0.21%
149,092
-566
138
$10.3M 0.2%
365,031
-9,773
139
$9.82M 0.19%
130,413
-59,811
140
$9.33M 0.18%
+154,491
141
$9.32M 0.18%
58,212
-2,917
142
$9.23M 0.18%
79,764
-4,000
143
$8.83M 0.17%
+51,165
144
$8.77M 0.17%
305,000
-2,764
145
$8.75M 0.17%
161,696
-6,240
146
$8.71M 0.17%
245,295
-28,450
147
$8.66M 0.17%
155,918
-17,300
148
$8.64M 0.17%
230,284
+51,064
149
$8.52M 0.17%
234,885
+48,450
150
$8.47M 0.16%
109,171
+3,330
4 5
6
7 8