MIH

Madison Investment Holdings Portfolio holdings

AUM $6.16B
1-Year Est. Return 11.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.67%
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
+$37M
2
+$26.4M
3
+$16.4M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$14M
5
VTV icon
Vanguard Value ETF
VTV
+$13.8M

Top Sells

1
+$31.9M
2
+$21.5M
3
+$21.4M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$21M
5
UNH icon
UnitedHealth
UNH
+$18.7M

Sector Composition

1 Financials 15.21%
2 Healthcare 10.43%
3 Industrials 9.5%
4 Consumer Discretionary 8.74%
5 Technology 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$532K 0.01%
14,186
-80
202
$506K 0.01%
6,405
203
$496K 0.01%
3,190
-331
204
$493K 0.01%
4,837
+508
205
$446K 0.01%
11,068
206
$431K 0.01%
6,472
207
$428K 0.01%
15,938
-452
208
$426K 0.01%
9,354
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209
$372K 0.01%
5,680
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210
$372K 0.01%
4,090
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211
$365K 0.01%
9,960
-33,121
212
$359K 0.01%
13,032
+1,581
213
$331K 0.01%
14,112
+846
214
$321K 0.01%
16,663
215
$321K 0.01%
+15,241
216
$295K 0.01%
5,465
-3,226
217
$295K 0.01%
3,925
218
$284K 0.01%
6,660
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219
$271K 0.01%
3,367
-250
220
$256K 0.01%
4,212
221
$254K 0.01%
4,060
222
$250K 0.01%
3,361
223
$246K 0.01%
5,003
224
$238K ﹤0.01%
7,000
-1,000
225
$233K ﹤0.01%
5,173
+772
6 7 8
9
10