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
$260M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$439K
2
+$425K
3
+$286K
4
MCD icon
McDonald's
MCD
+$236K
5
MET icon
MetLife
MET
+$148K

Top Sells

1
+$614K
2
+$517K
3
+$495K
4
WBA
Walgreens Boots Alliance
WBA
+$426K
5
MKL icon
Markel Group
MKL
+$408K

Sector Composition

1 Industrials 5.28%
2 Healthcare 4.95%
3 Financials 2.84%
4 Consumer Staples 2.55%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.47%
17,308
27
$1.12M 0.43%
12,420
28
$1.08M 0.42%
21,875
29
$988K 0.38%
10,665
30
$942K 0.36%
27,670
31
$936K 0.36%
30,566
32
$882K 0.34%
17,404
-578
33
$849K 0.33%
5,229
34
$832K 0.32%
10,672
35
$756K 0.29%
55,000
36
$740K 0.29%
7,043
37
$716K 0.28%
12,750
38
$692K 0.27%
11,070
-1,570
39
$662K 0.26%
20,679
40
$611K 0.24%
22,500
41
$542K 0.21%
2,494
42
$524K 0.2%
15,213
43
$523K 0.2%
11,640
44
$510K 0.2%
5,101
45
$498K 0.19%
18,928
46
$446K 0.17%
3,960
-5,455
47
$425K 0.16%
+30,000
48
$402K 0.15%
5,165
-725
49
$372K 0.14%
2,500
50
$365K 0.14%
413
-462
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