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
$268M
AUM Growth
-$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$753K

Top Sells

1
+$1.82M
2
+$819K
3
+$794K
4
PFE icon
Pfizer
PFE
+$576K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$552K

Sector Composition

1 Industrials 5.41%
2 Healthcare 4.7%
3 Energy 3.11%
4 Financials 2.94%
5 Consumer Staples 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.56%
13,143
27
$1.49M 0.56%
17,308
28
$1.48M 0.55%
21,197
-1,295
29
$1.27M 0.47%
10,185
30
$1.24M 0.46%
21,875
31
$1.2M 0.45%
12,420
32
$1.19M 0.44%
27,670
33
$1.19M 0.44%
19,999
34
$979K 0.37%
10,665
35
$972K 0.36%
30,566
-18,126
36
$951K 0.35%
17,982
-34,386
37
$888K 0.33%
10,672
-100
38
$857K 0.32%
10,900
39
$803K 0.3%
5,229
40
$718K 0.27%
12,750
41
$701K 0.26%
875
42
$683K 0.25%
12,640
43
$645K 0.24%
10,000
44
$618K 0.23%
22,500
45
$594K 0.22%
18,928
-5,144
46
$571K 0.21%
11,640
47
$514K 0.19%
9,000
48
$476K 0.18%
5,101
49
$464K 0.17%
2,494
50
$463K 0.17%
15,213
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