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MVP

Miller Value Partners Portfolio holdings

AUM $383M
1-Year Est. Return 38.57%
This Fund
S&P 500
This Quarter Est. Return
+9.18%
1 Year Est. Return
+38.57%
3 Year Est. Return
+125.13%
5 Year Est. Return
+96.57%
10 Year Est. Return
+721.33%
AUM
$383M
AUM Growth
+$99.3M
Cap. Flow
+$90.8M
Cap. Flow %
23.7%
Top 10 Hldgs %
51.9%
Holding
56
New
22
Increased
13
Reduced
15
Closed
1

Top Buys

1
CRGY icon
Crescent Energy
CRGY
+$21M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$20.4M
3
BLMN icon
Bloomin' Brands
BLMN
+$13M
4
CNDT icon
Conduent
CNDT
+$6.77M
5
GTN icon
Gray Television
GTN
+$6.49M

Top Sells

1
NBR icon
Nabors Industries
NBR
+$11.5M
2
TDAY
USA Today Co
TDAY
+$8.78M
3
UGI icon
UGI
UGI
+$5.31M
4
STLA icon
Stellantis
STLA
+$4.67M
5
FOSL icon
Fossil Group
FOSL
+$3.06M

Sector Composition

1 Energy 21.01%
2 Financials 14.99%
3 Consumer Discretionary 13.24%
4 Communication Services 12.94%
5 Industrials 10.85%

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