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
$3.05B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$39.3M
3
+$17.6M
4
HST icon
Host Hotels & Resorts
HST
+$8.82M
5
CMS icon
CMS Energy
CMS
+$6.59M

Top Sells

1
+$66.2M
2
+$41.9M
3
+$32.1M
4
CAH icon
Cardinal Health
CAH
+$26.8M
5
KEY icon
KeyCorp
KEY
+$7.2M

Sector Composition

1 Energy 34.3%
2 Financials 16.05%
3 Healthcare 11.53%
4 Technology 9.37%
5 Utilities 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-40,000
202
– –
-12,494
203
– –
-19,991
204
– –
-27,246
205
– –
-6,567
206
– –
-130,000
5 6 7 8
9