MC

MILES CAPITAL, INC.

13F
MILES CAPITAL, INC.
Last update 2020-05-13 129 Stocks (6 new)
Value $93.00 Mil Turnover 10 %
Countries:
Top Holdings: BND(10.56%)HYG(9.63%)VEA(5.26%)MSFT(3.29%)IWM(2.20%)
Summary Stock Picks Current Portfolio
MILES CAPITAL, INC. Top Holdings of 2020-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BND
Vanguard Total Bond Market ETF
114,869
9,804.0
+0.43%
10.560
+0.05%
0.010
+1.26%
+3.27%
127,496.0
 
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
115,966
8,937.0
-0.60%
9.630
-0.05%
0.070
+4.70%
+5.00%
17,310.3
 
VEA
Vanguard FTSE Developed Markets ETF
146,445
4,882.0
+123.01%
5.260
+2.90%
0.010
+12.49%
+19.94%
157,607.2
 
MSFT
Microsoft Corp
19,379
3,056.0
+7.53%
3.290
+0.23%
0.000
+38.94%
+21.47%
3,790,969.0
Software
IWM
iShares Russell 2000 ETF
17,812
2,039.0
+183.77%
2.200
+1.42%
0.010
+19.55%
+1.12%
66,553.7
 
AAPL
Apple Inc
30,896
1,964.0
-3.23%
2.120
-0.06%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
NEE
NextEra Energy Inc
31,388
1,888.0
-21.94%
2.030
-0.43%
0.000
+15.46%
+7.68%
156,353.0
Utilities - Regulated
MDLZ
Mondelez International Inc
36,027
1,804.0
+0.26%
1.940
+0.01%
0.000
+4.42%
+18.51%
90,391.1
Consumer Packaged Goods
PLD
Prologis Inc
20,544
1,651.0
-0.01%
1.780
0%
0.000
+5.58%
+2.89%
99,083.9
REITs
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
22,737
1,609.0
+2.06%
1.730
+0.03%
0.010
+12.20%
+6.97%
58,807.4
 

MILES CAPITAL, INC.'s Historical Top Holdings Breakdowns

MILES CAPITAL, INC. Total Holding History ($B)

To

MILES CAPITAL, INC.'s Asset Allocation

To

MILES CAPITAL, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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MILES CAPITAL, INC.'s Hypothetical Growth since 2020-03-31

MILES CAPITAL, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

MILES CAPITAL, INC.'s Holdings Heat Map

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MILES CAPITAL, INC.'s Holdings Bubble Chart

MILES CAPITAL, INC. News

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