MHI

Miller Howard Investments Portfolio holdings

AUM $3.15B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$35.7M
3
+$27.8M
4
NTAP icon
NetApp
NTAP
+$15.7M
5
WHR icon
Whirlpool
WHR
+$13.5M

Top Sells

1
+$42M
2
+$41.1M
3
+$30M
4
CCI icon
Crown Castle
CCI
+$28.3M
5
AES icon
AES
AES
+$24M

Sector Composition

1 Energy 18.59%
2 Financials 16.61%
3 Technology 13.12%
4 Healthcare 12.09%
5 Utilities 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.63M 0.08%
+43,843
102
$1.61M 0.08%
62,379
-5,210
103
$1.55M 0.08%
100,000
+55,000
104
$1.51M 0.08%
15,456
-9,801
105
$1.37M 0.07%
27,475
+2,378
106
$1.33M 0.07%
43,871
-14,787
107
$1.26M 0.06%
+100,000
108
$1.15M 0.06%
19,538
-12,820
109
$1.14M 0.06%
22,445
-16,005
110
$1.09M 0.05%
21,209
-1,444
111
$1.03M 0.05%
24,670
-1,511
112
$967K 0.05%
15,567
-10,947
113
$948K 0.05%
12,304
+176
114
$947K 0.05%
17,366
-1,114
115
$841K 0.04%
16,328
-10,208
116
$787K 0.04%
11,981
-821
117
$771K 0.04%
8,823
-615
118
$729K 0.04%
47,353
-29,661
119
$725K 0.04%
+8,126
120
$706K 0.04%
12,465
-1,145
121
$677K 0.03%
+69,804
122
$635K 0.03%
11,253
-10,603
123
$622K 0.03%
74,820
-75,180
124
$585K 0.03%
8,132
-4,971
125
$574K 0.03%
+34,055
2 3 4
5
6