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
$309M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$15.5M
3
+$4.05M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.04M
5
HAIN icon
Hain Celestial
HAIN
+$204K

Top Sells

1
+$38.2M
2
+$2.45M
3
+$1.92M
4
DVN icon
Devon Energy
DVN
+$758K
5
MU icon
Micron Technology
MU
+$533K

Sector Composition

1 Industrials 5.32%
2 Healthcare 4.15%
3 Financials 3.79%
4 Technology 3.11%
5 Consumer Discretionary 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.51%
28,320
27
$1.46M 0.47%
12,420
28
$1.45M 0.47%
17,308
29
$1.32M 0.43%
21,875
30
$1.31M 0.42%
10,665
31
$1.08M 0.35%
20,000
-7,670
32
$1.06M 0.34%
46,122
33
$1.06M 0.34%
55,000
34
$1.05M 0.34%
47,415
35
$1.04M 0.34%
+19,030
36
$945K 0.31%
30,671
-106
37
$942K 0.3%
13,045
38
$884K 0.29%
9,793
-879
39
$853K 0.28%
16,229
-188
40
$767K 0.25%
7,440
41
$765K 0.25%
5,229
42
$719K 0.23%
12,100
43
$683K 0.22%
22,600
-100
44
$593K 0.19%
6,959
45
$552K 0.18%
15,213
46
$534K 0.17%
5,101
47
$528K 0.17%
4,338
48
$512K 0.17%
10,074
49
$489K 0.16%
16,880
50
$466K 0.15%
2,500
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2
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