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
$274M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$176K
3
+$174K
4
RT
Ruby Tuesday Georgia
RT
+$56.2K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$46.8K

Top Sells

1
+$26.2M
2
+$17.9M
3
+$7.94M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.04M
5
TGT icon
Target
TGT
+$942K

Sector Composition

1 Industrials 6.53%
2 Healthcare 5.12%
3 Financials 4.13%
4 Technology 3.5%
5 Consumer Discretionary 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 0.6%
17,865
27
$1.42M 0.52%
21,875
28
$1.41M 0.52%
10,665
29
$1.35M 0.49%
17,308
30
$1.33M 0.49%
12,420
31
$1.08M 0.4%
55,000
32
$1.06M 0.39%
44,115
-2,007
33
$996K 0.36%
30,671
34
$984K 0.36%
20,000
35
$889K 0.32%
37,675
-9,740
36
$859K 0.31%
16,229
37
$858K 0.31%
5,229
38
$810K 0.3%
7,440
39
$803K 0.29%
9,793
40
$764K 0.28%
22,600
41
$724K 0.26%
12,100
42
$608K 0.22%
6,764
-195
43
$606K 0.22%
16,880
44
$562K 0.21%
4,338
45
$549K 0.2%
15,213
46
$518K 0.19%
4,631
-470
47
$517K 0.19%
11,640
48
$488K 0.18%
2,500
49
$486K 0.18%
3,313
50
$473K 0.17%
3,439
+340
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