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
$5.6B
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$36.5M
3
+$26.6M
4
MDT icon
Medtronic
MDT
+$26.1M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$25.3M

Top Sells

1
+$89.7M
2
+$32.7M
3
+$27.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$25.1M
5
CMCSA icon
Comcast
CMCSA
+$21.3M

Sector Composition

1 Financials 13.52%
2 Healthcare 9.64%
3 Technology 8.62%
4 Consumer Discretionary 8.09%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.26M 0.08%
31,948
+28
177
$4.01M 0.07%
93,274
+380
178
$4M 0.07%
+90,282
179
$3.67M 0.07%
30,890
-89,097
180
$3.15M 0.06%
34,001
-30,418
181
$2.98M 0.05%
122,016
+1,599
182
$2.76M 0.05%
41,069
+8,627
183
$2.71M 0.05%
52,300
184
$2.67M 0.05%
+126,288
185
$2.52M 0.04%
39,684
+2,206
186
$2.41M 0.04%
24,249
-23,474
187
$2.26M 0.04%
+107,740
188
$1.94M 0.03%
+92,329
189
$1.73M 0.03%
34,779
-39
190
$1.62M 0.03%
16,962
-38
191
$1.61M 0.03%
24,030
+1,050
192
$1.56M 0.03%
15,849
+26
193
$1.5M 0.03%
28,464
-86
194
$1.4M 0.03%
13,821
-67
195
$1.34M 0.02%
9,584
-141
196
$1.21M 0.02%
3,606
+1,028
197
$1.2M 0.02%
25,131
+204
198
$1.16M 0.02%
10,519
+1,260
199
$1.09M 0.02%
4,353
200
$1.07M 0.02%
12,835
-46,674
6 7
8
9 10