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
176
$3.75M 0.07%
162,520
+4,190
177
$3.69M 0.07%
81,100
-29,300
178
$3.63M 0.07%
101,429
+74,615
179
$3.42M 0.07%
66,622
-140,805
180
$3.33M 0.06%
147,061
+24,467
181
$3.29M 0.06%
32,555
-45,000
182
$3.24M 0.06%
86,300
183
$3.22M 0.06%
29,917
184
$3.17M 0.06%
77,051
-33,260
185
$3.03M 0.06%
80,573
+16,097
186
$2.46M 0.05%
50,347
-7,217
187
$2.43M 0.05%
188,150
188
$2.4M 0.05%
220,710
+45,027
189
$2.37M 0.05%
105,711
-279
190
$2.13M 0.04%
100,491
+14,607
191
$2.02M 0.04%
59,581
-49,800
192
$1.72M 0.03%
43,340
-2,980
193
$1.65M 0.03%
34,335
-91,900
194
$1.57M 0.03%
23,280
195
$1.55M 0.03%
22,893
196
$1.55M 0.03%
73,228
+20,280
197
$1.24M 0.02%
14,602
-5,531
198
$1.22M 0.02%
17,193
199
$1.22M 0.02%
13,276
+13
200
$1.21M 0.02%
4,850
6 7
8
9 10