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
$178M
AUM Growth
-$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.67M
3
+$1.63M
4
LOW icon
Lowe's Companies
LOW
+$1.31M
5
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$459K

Top Sells

1
+$2.05M
2
+$1.81M
3
+$1.8M
4
XOM icon
Exxon Mobil
XOM
+$1.62M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.51M

Sector Composition

1 Industrials 9.36%
2 Healthcare 7.34%
3 Financials 5.93%
4 Consumer Discretionary 4.69%
5 Energy 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.02%
71,157
27
$1.81M 1.01%
27,347
-5,607
28
$1.79M 1%
+37,594
29
$1.72M 0.97%
21,200
-510
30
$1.72M 0.96%
28,385
-600
31
$1.54M 0.86%
12,935
32
$1.31M 0.73%
+26,730
33
$1.21M 0.68%
19,180
-28,680
34
$1.2M 0.67%
15,920
35
$1.05M 0.59%
13,143
36
$1.03M 0.58%
60,160
37
$934K 0.52%
59,900
38
$923K 0.52%
37,400
-29,650
39
$903K 0.51%
21,815
-12,665
40
$779K 0.44%
12,750
41
$744K 0.42%
6,029
-70
42
$734K 0.41%
5,570
43
$675K 0.38%
6,912
-16,565
44
$617K 0.35%
20,234
-2,951
45
$534K 0.3%
6,401
-1,604
46
$467K 0.26%
12,640
47
$458K 0.26%
11,198
48
$458K 0.26%
5,395
+2,640
49
$450K 0.25%
18,575
50
$443K 0.25%
2,406
-7,704
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