MHI
Miller Howard Investments Portfolio holdings
AUM
$3.15B
1-Year Return
21.25%
This Quarter Return
+1.56%
1 Year Return
+21.25%
3 Year Return
+59.2%
5 Year Return
+144.84%
10 Year Return
+150.58%
AUM
$3.21B
AUM Growth
-$197M
(-5.8%)
Cap. Flow
-$209M
Cap. Flow
% of AUM
-6.51%
Top 10 Holdings %
Top 10 Hldgs %
26.97%
Holding
150
New
9
Increased
39
Reduced
73
Closed
17
Top Buys
| 1 |
Brixmor Property Group
BRX
|
+$49M |
| 2 |
Kimco Realty
KIM
|
+$45.9M |
| 3 |
AbbVie
ABBV
|
+$45.5M |
| 4 |
TC Energy
TRP
|
+$27.1M |
| 5 |
BCE
BCE
|
+$21.6M |
Top Sells
| 1 |
KLA
KLAC
|
+$45.1M |
| 2 |
Kohl's
KSS
|
+$39.4M |
| 3 |
Nokia
NOK
|
+$34.8M |
| 4 |
Pfizer
PFE
|
+$28.7M |
| 5 |
ANDX
Andeavor Logistics LP
ANDX
|
+$28.1M |
Sector Composition
| 1 | Energy | 29.53% |
| 2 | Financials | 14.24% |
| 3 | Technology | 10.57% |
| 4 | Utilities | 7.84% |
| 5 | Real Estate | 7.2% |
