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
$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
176
$1.43M 0.03%
+47,609
177
$1.37M 0.03%
20,523
178
$1.22M 0.02%
10,402
-27,388
179
$1.16M 0.02%
5,146
-45
180
$1.15M 0.02%
10,194
+95
181
$1.15M 0.02%
28,043
+371
182
$1.04M 0.02%
16,342
+12
183
$1.01M 0.02%
23,366
+1,421
184
$962K 0.02%
4,642
+1,114
185
$936K 0.02%
25,826
-280
186
$923K 0.02%
30,344
-165,375
187
$901K 0.02%
9,423
188
$839K 0.02%
13,065
-45
189
$812K 0.02%
29,567
+200
190
$811K 0.02%
17,300
191
$740K 0.02%
3,921
192
$708K 0.01%
8,833
-410
193
$681K 0.01%
68,664
+6,516
194
$675K 0.01%
31,185
-12,424
195
$647K 0.01%
17,553
+273
196
$630K 0.01%
9,680
197
$602K 0.01%
23,410
+870
198
$585K 0.01%
17,600
199
$583K 0.01%
12,131
-646
200
$573K 0.01%
6,040
6 7
8
9 10