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MILLER HOWARD INVESTMENTS INC

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KINGSTON NY Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Miller Howard Investments is based out of Kingston. Miller Howard Investments is a large advisory firm with 2274 clients and discretionary assets under management (AUM) of $2,828,565,996 (Form ADV from 2023-06-30). Their last reported 13F filing for Q4 2023 included $2,870,607,681 in managed 13F securities and a top 10 holdings concentration of 26.23%. Miller Howard Investments's largest holding is Broadcom Ltd. (Avago Technologies) with shares held of 80,733. Whalewisdom has at least 93 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
MRK Merck & Co 1.06%
POR Portland General Ele 0.99%
HUN Huntsman Corp 0.97%
CAH Cardinal Health, Inc 0.89%
CAG ConAgra Brands Inc 0.63%

2023-12-31

13F Holdings Summary

Name $ Change
AVGO Broadcom Ltd. (Avago 3.14%
MPLX MPLX L.P. 3.02%
EPD Enterprise Products 2.89%
ET Energy Transfer Equi 2.81%
ABBV AbbVie Inc 2.5%

2023-12-31

13F Activity

Market Value $2.87b, Prior: $2.73b
New Purchases 15 stocks
Added To 93 stocks
Sold out of 11 stocks
Reduced holdings in 77 stocks
Top 10 Holdings % 26.23%
Turnover %[1] 13.33%
Turnover Alt %[2] 9.32%
Time Held Top 20 6.5 quarters
Time Held Top 10 2.3 quarters
Time Held All 16.22 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance