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
$2.59B
AUM Growth
-$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$49.6M
3
+$34.1M
4
WBA
Walgreens Boots Alliance
WBA
+$15.5M
5
DVY icon
iShares Select Dividend ETF
DVY
+$15.3M

Top Sells

1
+$42.6M
2
+$42.4M
3
+$42.3M
4
BBY icon
Best Buy
BBY
+$25.8M
5
CRI icon
Carter's
CRI
+$18.9M

Sector Composition

1 Energy 26.71%
2 Healthcare 17.57%
3 Financials 10.86%
4 Utilities 10.62%
5 Technology 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$446K 0.02%
+2,982
152
$443K 0.02%
+30,802
153
$431K 0.02%
+7,326
154
$410K 0.02%
+4,616
155
$402K 0.02%
+4,022
156
$400K 0.02%
+6,513
157
$380K 0.01%
+3,123
158
$372K 0.01%
+9,906
159
$364K 0.01%
+11,767
160
$362K 0.01%
+9,768
161
$360K 0.01%
+33,123
162
$351K 0.01%
+10,860
163
$335K 0.01%
+16,555
164
$331K 0.01%
+5,564
165
$328K 0.01%
+8,005
166
$327K 0.01%
+2,983
167
$322K 0.01%
+33,292
168
$320K 0.01%
+7,464
169
$318K 0.01%
+5,699
170
$312K 0.01%
+22,523
171
$310K 0.01%
+5,765
172
$302K 0.01%
+20,896
173
$301K 0.01%
+6,651
174
$294K 0.01%
+1,626
175
$269K 0.01%
+23,338
5 6
7
8 9