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
$247M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$323K
2
+$292K
3
+$143K
4
JNJ icon
Johnson & Johnson
JNJ
+$133K
5
DVN icon
Devon Energy
DVN
+$25.2K

Top Sells

1
+$1.14M
2
+$624K
3
+$369K
4
TGT icon
Target
TGT
+$236K
5
EPD icon
Enterprise Products Partners
EPD
+$224K

Sector Composition

1 Industrials 5.02%
2 Healthcare 4.84%
3 Financials 2.87%
4 Consumer Staples 2.64%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.48%
21,197
27
$1.15M 0.46%
55,000
28
$1.03M 0.42%
9,415
-770
29
$1.01M 0.41%
21,875
30
$980K 0.4%
12,420
31
$978K 0.4%
27,670
32
$911K 0.37%
30,566
33
$878K 0.36%
10,665
34
$823K 0.33%
17,982
35
$793K 0.32%
10,672
36
$777K 0.31%
12,640
37
$767K 0.31%
20,679
+680
38
$723K 0.29%
5,229
39
$720K 0.29%
7,043
-6,100
40
$702K 0.28%
875
41
$660K 0.27%
12,750
42
$591K 0.24%
22,500
43
$522K 0.21%
18,928
44
$517K 0.21%
2,494
45
$495K 0.2%
10,000
46
$481K 0.19%
5,101
47
$468K 0.19%
11,640
48
$459K 0.19%
15,213
49
$434K 0.18%
5,890
-5,010
50
$360K 0.15%
2,500
1
2
3