MIH
Madison Investment Holdings Portfolio holdings
AUM
$6.16B
1-Year Return
11.71%
This Quarter Return
+2.42%
1 Year Return
+11.71%
3 Year Return
+48.7%
5 Year Return
+77.84%
10 Year Return
–
AUM
$4.83B
AUM Growth
+$112M
(+2.4%)
Cap. Flow
+$13.3M
Cap. Flow
% of AUM
0.28%
Top 10 Holdings %
Top 10 Hldgs %
19.04%
Holding
251
New
25
Increased
120
Reduced
81
Closed
10
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$26.5M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$25.2M |
| 3 |
VanEck Agribusiness ETF
MOO
|
+$16.3M |
| 4 |
Oracle
ORCL
|
+$12.6M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$12.4M |
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$46.4M |
| 2 |
Hershey
HSY
|
+$46M |
| 3 |
Motorola Solutions
MSI
|
+$31.4M |
| 4 |
McDonald's
MCD
|
+$22.6M |
| 5 |
Tyson Foods
TSN
|
+$22M |
Sector Composition
| 1 | Financials | 14.8% |
| 2 | Industrials | 9.13% |
| 3 | Healthcare | 9.08% |
| 4 | Technology | 8.32% |
| 5 | Consumer Discretionary | 6.91% |
