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
151
$8.33M 0.16%
96,182
-13,027
152
$7.93M 0.15%
398,530
+4,955
153
$7.7M 0.15%
+156,646
154
$7.52M 0.15%
32,384
-26,155
155
$7.49M 0.15%
64,914
+2,900
156
$7.46M 0.14%
70,933
+3,386
157
$7.29M 0.14%
+152,090
158
$7.22M 0.14%
116,041
+58,573
159
$7.15M 0.14%
+120,160
160
$7.13M 0.14%
+207,400
161
$7.09M 0.14%
127,098
+1,284
162
$6.69M 0.13%
+178,690
163
$6.4M 0.12%
135,135
164
$5.69M 0.11%
76,869
-2,058
165
$5.57M 0.11%
18,462
+1,315
166
$5.54M 0.11%
+184,240
167
$5.19M 0.1%
66,800
-12,400
168
$5.01M 0.1%
191,596
-13,140
169
$4.88M 0.09%
131,924
-15,350
170
$4.74M 0.09%
87,655
+2,998
171
$4.63M 0.09%
33,001
-72,402
172
$4.51M 0.09%
70,938
-181,124
173
$4.38M 0.08%
100,774
+1,430
174
$4.24M 0.08%
30,039
-5,335
175
$4.08M 0.08%
25,246
-2,770
5 6
7
8 9