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
$229M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$252K
2
+$201K
3
+$198K
4
TMHC icon
Taylor Morrison
TMHC
+$143K
5
DVN icon
Devon Energy
DVN
+$137K

Top Sells

1
+$21.3M
2
+$8.15M
3
+$3.44M
4
NKE icon
Nike
NKE
+$341K
5
KMB icon
Kimberly-Clark
KMB
+$171K

Sector Composition

1 Industrials 6.25%
2 Healthcare 5.44%
3 Financials 3.13%
4 Consumer Staples 3.09%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.56%
17,308
27
$1.19M 0.52%
12,420
28
$1.14M 0.5%
21,875
29
$1.09M 0.48%
10,665
30
$988K 0.43%
27,670
31
$892K 0.39%
10,672
32
$863K 0.38%
17,404
33
$860K 0.38%
30,566
34
$813K 0.36%
12,750
35
$784K 0.34%
5,229
36
$705K 0.31%
25,679
+5,000
37
$699K 0.31%
7,043
38
$641K 0.28%
22,500
39
$621K 0.27%
7,639
+2,474
40
$552K 0.24%
2,494
41
$536K 0.23%
4,843
+883
42
$523K 0.23%
5,101
43
$516K 0.23%
18,928
44
$492K 0.22%
15,213
45
$487K 0.21%
11,640
46
$407K 0.18%
2,500
47
$402K 0.18%
9,823
48
$392K 0.17%
55,000
49
$368K 0.16%
413
50
$358K 0.16%
7,710
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