MC
| |
MILES CAPITAL, INC.13F | |
MILES CAPITAL, INC. | |
Last update 2020-05-13 | 129 Stocks (6 new) |
Value $93.00 Mil | Turnover 10 % |
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)
MILES CAPITAL, INC.'s Asset Allocation
MILES CAPITAL, INC. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
MILES CAPITAL, INC.'s Holdings Bubble Chart
MILES CAPITAL, INC. News
- 1