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
$225M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$18.9M
3
+$437K
4
URI icon
United Rentals
URI
+$245K
5
APA icon
APA Corp
APA
+$228K

Top Sells

1
+$946K
2
+$738K
3
+$673K
4
WBA
Walgreens Boots Alliance
WBA
+$649K
5
WFC icon
Wells Fargo
WFC
+$620K

Sector Composition

1 Industrials 6.5%
2 Healthcare 4.98%
3 Financials 4.02%
4 Energy 3.68%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.71%
64,137
-7,020
27
$1.57M 0.7%
17,865
-4,800
28
$1.57M 0.7%
17,845
-3,355
29
$1.56M 0.69%
17,870
-6,120
30
$1.55M 0.69%
13,453
-4,874
31
$1.55M 0.69%
15,075
-4,225
32
$1.51M 0.67%
26,045
-2,340
33
$1.28M 0.57%
26,730
34
$1.13M 0.5%
13,143
35
$1.03M 0.46%
59,900
36
$1.02M 0.45%
13,050
-2,870
37
$925K 0.41%
60,160
38
$893K 0.4%
13,460
-5,720
39
$725K 0.32%
12,750
40
$714K 0.32%
6,029
41
$704K 0.31%
17,465
-4,350
42
$702K 0.31%
5,570
43
$672K 0.3%
6,672
-240
44
$592K 0.26%
23,625
-13,775
45
$572K 0.25%
6,401
46
$570K 0.25%
20,234
47
$490K 0.22%
12,640
48
$468K 0.21%
10,557
-385
49
$467K 0.21%
5,395
50
$454K 0.2%
11,198
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