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
$180M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$456K
2
+$219K
3
+$215K
4
VOD icon
Vodafone
VOD
+$211K
5
WDR
Waddell & Reed Financial, Inc.
WDR
+$207K

Top Sells

1
+$379K
2
+$352K
3
+$164K
4
WBA
Walgreens Boots Alliance
WBA
+$141K
5
CAH icon
Cardinal Health
CAH
+$134K

Sector Composition

1 Industrials 9.66%
2 Healthcare 7.23%
3 Consumer Discretionary 6.12%
4 Financials 4.69%
5 Energy 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.05%
22,665
27
$1.87M 1.04%
32,570
28
$1.87M 1.04%
71,157
29
$1.83M 1.02%
28,985
+2,260
30
$1.81M 1.01%
10,110
31
$1.8M 1%
36,978
32
$1.75M 0.98%
21,710
+1,320
33
$1.65M 0.92%
67,050
34
$1.62M 0.9%
12,935
35
$1.4M 0.78%
34,480
36
$1.2M 0.67%
15,920
37
$1M 0.56%
13,143
+2,500
38
$937K 0.52%
60,160
39
$924K 0.51%
59,900
40
$704K 0.39%
12,750
41
$696K 0.39%
6,099
42
$674K 0.38%
23,185
43
$664K 0.37%
8,005
44
$654K 0.36%
5,570
-1,400
45
$528K 0.29%
13,272
46
$497K 0.28%
12,640
47
$461K 0.26%
18,575
48
$456K 0.25%
+50,200
49
$428K 0.24%
11,198
50
$372K 0.21%
4,078
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