- New Purchases: DIS, SYF, VLO, AMP, EHC, ANTM, LHX, FANG, FMC, SJI, SNY, SMPL, ITRI, NCLH, NOC, RNG, ACA, PRFT, LAD, HMSY, ROCK, EOG, ADM, VG, UCTT,
- Added Positions: APD, BND, DAL, PM, HON, ABT, COST, MS, HYG, NEE, AIG, AME, SRE, PWR, JEC, TMUS, MDLZ, COF, MPW, GOOG, HCA, VICI, VWO, RTN, KO, NGVT, LMT, STZ,
- Reduced Positions: CMCSA, CSCO, PRU, HAS, AMT, KEYS, MRK, HZO, CERN, AAPL, STWD, PEP, EMR, MSFT, PEG, VEA, PFE, CVX, BLK, ICE, MCD, AVGO, OFG, HUN, PLD, VYM, TRGP, IWM, C, WMB, TKR, CFG, ALLY, TTWO, FNF, GILD, GM, FNB, VZ, TMO, TWO, FAF, STAY, VST, INVH, MDT, FLT, VEEV, DHR, MA, JNK, UNH, TSM, SNPS, LPSN, CRM, LVS, IIVI, LRCX, NVDA, NFLX, AKAM, UHS, ARE, MCHP, ASGN, KEY, ESNT, JPM, CONE, MPC, HUBB, FN, SMTC, FE,
- Sold Out: KMI, FDX, QCOM, AMGN, SEIC, JNJ, STLD, AGN, CACI, NMIH, APC, HQY, TCMD, WDAY, CMG, RIO, REGN, KLAC, ANIP, NXST, DIN, CRAY, SAP, NEO, PEGI, BC, TTMI,
For the details of MILES CAPITAL, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/miles+capital%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of MILES CAPITAL, INC.- iShares iBoxx $ High Yield Corporate Bond ETF (HYG) - 115,570 shares, 8.31% of the total portfolio. Shares added by 1.99%
- Vanguard Total Bond Market ETF (BND) - 117,222 shares, 8.16% of the total portfolio. Shares added by 8.62%
- Vanguard FTSE Developed Markets ETF (VEA) - 76,669 shares, 2.60% of the total portfolio. Shares reduced by 2.74%
- Microsoft Corp (MSFT) - 19,641 shares, 2.25% of the total portfolio. Shares reduced by 2.95%
- NextEra Energy Inc (NEE) - 10,663 shares, 2.05% of the total portfolio. Shares added by 8.43%
Miles Capital, Inc. initiated holding in The Walt Disney Co. The purchase prices were between $129.96 and $146.39, with an estimated average price of $138.33. The stock is now traded at around $132.69. The impact to a portfolio due to this purchase was 1.05%. The holding were 9,743 shares as of .
New Purchase: Synchrony Financial (SYF)Miles Capital, Inc. initiated holding in Synchrony Financial. The purchase prices were between $31.39 and $36.6, with an estimated average price of $34.28. The stock is now traded at around $37.18. The impact to a portfolio due to this purchase was 0.76%. The holding were 27,198 shares as of .
New Purchase: Valero Energy Corp (VLO)Miles Capital, Inc. initiated holding in Valero Energy Corp. The purchase prices were between $71.71 and $86.17, with an estimated average price of $80.78. The stock is now traded at around $101.31. The impact to a portfolio due to this purchase was 0.58%. The holding were 8,187 shares as of .
New Purchase: Ameriprise Financial Inc (AMP)Miles Capital, Inc. initiated holding in Ameriprise Financial Inc. The purchase prices were between $122.4 and $151.47, with an estimated average price of $140.08. The stock is now traded at around $160.05. The impact to a portfolio due to this purchase was 0.47%. The holding were 3,885 shares as of .
New Purchase: Encompass Health Corp (EHC)Miles Capital, Inc. initiated holding in Encompass Health Corp. The purchase prices were between $58.5 and $67.53, with an estimated average price of $63.12. The stock is now traded at around $70.14. The impact to a portfolio due to this purchase was 0.41%. The holding were 7,822 shares as of .
New Purchase: Anthem Inc (ANTM)Miles Capital, Inc. initiated holding in Anthem Inc. The purchase prices were between $237.69 and $310.48, with an estimated average price of $273.94. The stock is now traded at around $280.44. The impact to a portfolio due to this purchase was 0.38%. The holding were 1,927 shares as of .
Added: Air Products & Chemicals Inc (APD)Miles Capital, Inc. added to a holding in Air Products & Chemicals Inc by 123.66%. The purchase prices were between $213.78 and $231.81, with an estimated average price of $225.1. The stock is now traded at around $226.06. The impact to a portfolio due to this purchase was 0.67%. The holding were 6,618 shares as of .
Added: Delta Air Lines Inc (DAL)Miles Capital, Inc. added to a holding in Delta Air Lines Inc by 105.69%. The purchase prices were between $56.14 and $63.16, with an estimated average price of $59.21. The stock is now traded at around $57.93. The impact to a portfolio due to this purchase was 0.42%. The holding were 17,070 shares as of .
Added: Philip Morris International Inc (PM)Miles Capital, Inc. added to a holding in Philip Morris International Inc by 81.13%. The purchase prices were between $71.2 and $88.73, with an estimated average price of $79.16. The stock is now traded at around $82.74. The impact to a portfolio due to this purchase was 0.32%. The holding were 11,460 shares as of .
Added: Honeywell International Inc (HON)Miles Capital, Inc. added to a holding in Honeywell International Inc by 25.37%. The purchase prices were between $156.49 and $178.4, with an estimated average price of $168.85. The stock is now traded at around $180.94. The impact to a portfolio due to this purchase was 0.21%. The holding were 7,461 shares as of .
Added: Abbott Laboratories (ABT)Miles Capital, Inc. added to a holding in Abbott Laboratories by 67.33%. The purchase prices were between $81.84 and $88.74, with an estimated average price of $84.98. The stock is now traded at around $83.28. The impact to a portfolio due to this purchase was 0.19%. The holding were 6,715 shares as of .
Added: Costco Wholesale Corp (COST)Miles Capital, Inc. added to a holding in Costco Wholesale Corp by 64.26%. The purchase prices were between $263.55 and $303.76, with an estimated average price of $281.41. The stock is now traded at around $306.59. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,999 shares as of .
Sold Out: Kinder Morgan Inc (KMI)Miles Capital, Inc. sold out a holding in Kinder Morgan Inc. The sale prices were between $19.57 and $21.29, with an estimated average price of $20.53.
Sold Out: FedEx Corp (FDX)Miles Capital, Inc. sold out a holding in FedEx Corp. The sale prices were between $143.25 and $176.01, with an estimated average price of $161.2.
Sold Out: Qualcomm Inc (QCOM)Miles Capital, Inc. sold out a holding in Qualcomm Inc. The sale prices were between $68.17 and $79.9, with an estimated average price of $75.32.
Sold Out: SEI Investments Co (SEIC)Miles Capital, Inc. sold out a holding in SEI Investments Co. The sale prices were between $55.38 and $60.9, with an estimated average price of $57.8.
Sold Out: Amgen Inc (AMGN)Miles Capital, Inc. sold out a holding in Amgen Inc. The sale prices were between $174.11 and $208.62, with an estimated average price of $192.15.
Sold Out: Johnson & Johnson (JNJ)Miles Capital, Inc. sold out a holding in Johnson & Johnson. The sale prices were between $126.95 and $142.14, with an estimated average price of $131.85.
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