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
$167M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$1.49M
3
+$347K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$332K
5
PL
PROTECTIVE LIFE CORP
PL
+$213K

Top Sells

1
+$784K
2
+$540K
3
+$416K
4
URI icon
United Rentals
URI
+$319K
5
KO icon
Coca-Cola
KO
+$237K

Sector Composition

1 Industrials 9.57%
2 Healthcare 7.15%
3 Consumer Discretionary 5.99%
4 Financials 4.41%
5 Energy 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.06%
24,360
27
$1.76M 1.06%
19,300
28
$1.75M 1.05%
71,157
29
$1.75M 1.05%
29,986
-5,467
30
$1.73M 1.04%
32,570
31
$1.71M 1.03%
26,725
+1,000
32
$1.57M 0.94%
12,935
-1,240
33
$1.53M 0.92%
36,978
34
$1.49M 0.89%
67,050
35
$1.23M 0.74%
34,480
36
$1.11M 0.67%
15,920
37
$1.01M 0.61%
59,900
38
$830K 0.5%
60,160
39
$740K 0.44%
12,750
40
$727K 0.44%
6,970
-1,130
41
$686K 0.41%
10,643
+2,750
42
$683K 0.41%
6,099
-3,711
43
$636K 0.38%
8,005
-54
44
$632K 0.38%
23,185
-738
45
$490K 0.29%
13,272
46
$459K 0.28%
12,640
-520
47
$415K 0.25%
18,575
48
$371K 0.22%
11,198
49
$356K 0.21%
4,475
50
$355K 0.21%
3,101
-62
1
2
3