MIH

Madison Investment Holdings Portfolio holdings

AUM $6.16B
1-Year Est. Return 11.71%
This Quarter Est. Return
1 Year Est. Return
+11.71%
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
201
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11,343
-100
202
$532K 0.01%
14,186
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203
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204
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205
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206
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207
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208
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214
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215
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216
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217
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218
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219
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221
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222
$254K 0.01%
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223
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3,361
224
$246K 0.01%
5,003
225
$238K ﹤0.01%
7,000
-1,000
6 7 8
9
10