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
$277M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.74M
3
+$1.27M
4
PFE icon
Pfizer
PFE
+$1.01M
5
ITB icon
iShares US Home Construction ETF
ITB
+$776K

Top Sells

1
+$1.08M
2
+$928K
3
+$646K
4
BHC icon
Bausch Health
BHC
+$630K
5
CFN
CAREFUSION CORPORATION
CFN
+$626K

Sector Composition

1 Industrials 5.3%
2 Healthcare 4.89%
3 Energy 3.13%
4 Financials 3.04%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.58%
28,320
-660
27
$1.58M 0.57%
16,329
+304
28
$1.56M 0.56%
34,732
-4,852
29
$1.44M 0.52%
17,308
30
$1.38M 0.5%
13,143
31
$1.3M 0.47%
12,420
32
$1.27M 0.46%
+10,185
33
$1.22M 0.44%
21,875
34
$1.21M 0.44%
27,670
35
$1.21M 0.43%
19,999
+12,600
36
$1.04M 0.37%
10,665
37
$916K 0.33%
10,772
+3,200
38
$877K 0.32%
10,900
-850
39
$836K 0.3%
5,229
-800
40
$806K 0.29%
12,750
41
$749K 0.27%
+24,072
42
$690K 0.25%
+10,000
43
$673K 0.24%
+875
44
$634K 0.23%
12,640
45
$619K 0.22%
+22,500
46
$552K 0.2%
8,080
-6,380
47
$539K 0.19%
+11,640
48
$517K 0.19%
9,000
49
$506K 0.18%
2,494
50
$488K 0.18%
5,101
-1,300
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2
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