MIM

Miller Investment Management Portfolio holdings

AUM $952M
1-Year Est. Return 12.6%
This Quarter Est. Return
1 Year Est. Return
+12.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$19.1M
3
+$15.1M
4
XOM icon
Exxon Mobil
XOM
+$3.02M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.24%
2 Healthcare 8.23%
3 Consumer Discretionary 7.14%
4 Energy 5.78%
5 Financials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.19%
+32,570
27
$1.67M 1.19%
+36,978
28
$1.67M 1.19%
+19,300
29
$1.66M 1.19%
+37,640
30
$1.66M 1.18%
+23,990
31
$1.65M 1.17%
+28,197
32
$1.58M 1.13%
+20,490
33
$1.36M 0.97%
+67,050
34
$1.17M 0.83%
+34,480
35
$1.05M 0.75%
+15,920
36
$968K 0.69%
+9,810
37
$927K 0.66%
+59,900
38
$774K 0.55%
+60,160
39
$697K 0.5%
+8,100
40
$659K 0.47%
+8,059
41
$636K 0.45%
+23,923
42
$627K 0.45%
+12,750
43
$540K 0.38%
+17,372
44
$498K 0.35%
+7,893
45
$489K 0.35%
+13,272
46
$440K 0.31%
+4,440
47
$419K 0.3%
+13,160
48
$416K 0.3%
+18,575
49
$354K 0.25%
+4,475
50
$352K 0.25%
+3,163
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