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
$208M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$193K
3
+$66.4K
4
CCK icon
Crown Holdings
CCK
+$25.5K
5
JNJ icon
Johnson & Johnson
JNJ
+$5.33K

Top Sells

1
+$19.1M
2
+$2.07M
3
+$592K
4
URI icon
United Rentals
URI
+$556K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$467K

Sector Composition

1 Industrials 6.7%
2 Healthcare 5.34%
3 Financials 4.12%
4 Consumer Discretionary 3.72%
5 Energy 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.72%
22,492
27
$1.49M 0.72%
13,453
28
$1.48M 0.71%
12,420
29
$1.48M 0.71%
15,075
30
$1.42M 0.68%
21,875
31
$1.42M 0.68%
26,730
32
$1.35M 0.65%
22,760
33
$1.17M 0.56%
13,143
34
$1.03M 0.49%
60,160
35
$960K 0.46%
14,460
+1,000
36
$904K 0.43%
11,750
-1,300
37
$886K 0.43%
59,900
38
$847K 0.41%
6,029
39
$731K 0.35%
5,570
40
$657K 0.32%
12,750
41
$628K 0.3%
6,672
42
$601K 0.29%
15,865
-1,600
43
$596K 0.29%
6,401
44
$564K 0.27%
12,640
45
$509K 0.24%
18,126
-2,108
46
$478K 0.23%
10,557
47
$456K 0.22%
2,494
48
$437K 0.21%
2,406
49
$429K 0.21%
11,198
50
$404K 0.19%
13,215
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