MIH
Madison Investment Holdings Portfolio holdings
AUM
$6.16B
This Quarter Return
-1.25%
1 Year Return
+11.71%
3 Year Return
+48.7%
5 Year Return
+77.84%
10 Year Return
–
AUM
$4.94B
AUM Growth
+$4.94B
(-3.2%)
Cap. Flow
-$3.31M
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
19.88%
Holding
243
New
14
Increased
80
Reduced
116
Closed
13
Top Buys
| 1 |
Johnson Controls International
JCI
|
$35.9M |
| 2 |
Motorola Solutions
MSI
|
$25.3M |
| 3 |
PCP
PRECISION CASTPARTS CORP
PCP
|
$15.6M |
| 4 |
HCA Healthcare
HCA
|
$15.3M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$13.9M |
Top Sells
| 1 |
Perrigo
PRGO
|
$31.9M |
| 2 |
Danaher
DHR
|
$21.6M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$20.7M |
| 4 |
COL
Rockwell Collins
COL
|
$20.5M |
| 5 |
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% |
