MILES CAPITAL, INC. Information

1415 28TH STREET, WEST DES MOINES, Iowa, 50266, (515) 224-2764

Report Date: 03/31/2015

Position Statistics

Total Positions 180
New Positions 48
Increased Positions 58
Decreased Positions 119
Positions with Activity 177
Sold Out Positions 26
Total Mkt Value (in $ millions) 172

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.24%
Capital Goods 3.28%
Conglomerates
Consumer Cyclical 1.08%
Consumer/Non-Cyclical 2.66%
Energy 5.08%
Financial 54.97%
Healthcare 7.18%
Services 9.7%
Technology 8.7%
Transportation 0.98%
Utilities 2.5%

180 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 24,440 -1,896 (7.2) 579,155
SPDR SERIES TRUST BRC HGH YLD BD 13,538 -1,447 (9.66) 343,780
VANGUARD BD INDEX FD INC TOTAL BND MRKT 9,288 -173 (1.83) 113,185
ISHARES TR MSCI EAFE ETF 5,614 -1,109 (16.49) 82,579
ISHARES TR CORE S&P500 ETF 5,369 -3,203 (37.37) 25,036
SPDR SERIES TRUST BRCLYS INTL ETF 3,367 -64 (1.87) 63,851
VANGUARD INDEX FDS REIT ETF 2,699 -2,034 (42.98) 33,719
EXXON MOBIL CORP COM 2,338 -115 (4.67) 27,028
APPLE INC COM 2,236 823 58.27 16,871
ISHARES TR RUSSELL 2000 ETF 2,205 -3,027 (57.86) 17,722
WELLS FARGO & CO NEW COM 1,994 -92 (4.4) 35,605
GENERAL ELECTRIC CO COM 1,809 -87 (4.6) 65,368
KAR AUCTION SVCS INC COM 1,775 -54 (2.97) 47,265
PROCTER & GAMBLE CO COM 1,774 -84 (4.52) 22,189
PFIZER INC COM 1,758 -88 (4.74) 51,290
JPMORGAN CHASE & CO COM 1,725 -78 (4.32) 25,947
PG&E CORP COM 1,711 -83 (4.62) 32,459
BERKSHIRE HATHAWAY INC DEL CL B NEW 1,680 -85 (4.8) 11,621
BLACKROCK INC COM 1,599 1,599 New 4,345
OCCIDENTAL PETE CORP DEL COM 1,585 843 113.59 20,588


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