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
$259M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$22.6M
3
+$636K
4
BAC icon
Bank of America
BAC
+$629K
5
URI icon
United Rentals
URI
+$607K

Top Sells

1
+$17.7M
2
+$14.6M
3
+$813K
4
WMT icon
Walmart
WMT
+$762K
5
TGT icon
Target
TGT
+$698K

Sector Composition

1 Industrials 5.96%
2 Healthcare 5.17%
3 Financials 3.25%
4 Energy 2.65%
5 Consumer Discretionary 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.5%
12,420
27
$1.25M 0.48%
27,670
28
$1.23M 0.47%
21,875
29
$1.13M 0.44%
46,332
-31,305
30
$1.11M 0.43%
10,665
31
$1.03M 0.4%
30,777
+211
32
$1M 0.39%
10,672
33
$931K 0.36%
25,679
34
$911K 0.35%
13,045
-10,000
35
$856K 0.33%
16,892
-512
36
$796K 0.31%
5,229
37
$790K 0.3%
55,000
38
$699K 0.27%
7,143
+100
39
$651K 0.25%
22,700
+200
40
$636K 0.25%
+19,700
41
$629K 0.24%
+47,415
42
$614K 0.24%
2,473
-21
43
$579K 0.22%
6,959
-680
44
$540K 0.21%
5,101
45
$513K 0.2%
+12,100
46
$499K 0.19%
15,213
47
$458K 0.18%
11,640
48
$413K 0.16%
30,000
49
$410K 0.16%
3,564
-1,279
50
$407K 0.16%
17,024
-1,904
1
2
3