MHI

Miller Howard Investments Portfolio holdings

AUM $3.28B
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.42B
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$41.8M
2 +$39.5M
3 +$38.9M
4
DVY icon
iShares Select Dividend ETF
DVY
+$17.7M
5
GILD icon
Gilead Sciences
GILD
+$15.5M

Top Sells

1 +$53M
2 +$37.8M
3 +$32M
4
CFG icon
Citizens Financial Group
CFG
+$19M
5
STAG icon
STAG Industrial
STAG
+$17.1M

Sector Composition

1 Financials 20.5%
2 Energy 19.73%
3 Healthcare 10.5%
4 Consumer Discretionary 10.49%
5 Technology 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-134,112
152
-699,032