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
$282M
AUM Growth
+$8.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$914K
3
+$870K
4
K icon
Kellanova
K
+$868K
5
URI icon
United Rentals
URI
+$181K

Top Sells

1
+$9.54M
2
+$3.19M
3
+$1.2M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.1M
5
HAL icon
Halliburton
HAL
+$984K

Sector Composition

1 Industrials 6.49%
2 Healthcare 5.07%
3 Financials 4.36%
4 Technology 2.66%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.59%
17,865
27
$1.53M 0.54%
10,665
28
$1.42M 0.5%
21,875
29
$1.3M 0.46%
12,420
30
$1.14M 0.4%
17,308
31
$1.11M 0.39%
44,115
32
$974K 0.35%
30,566
-105
33
$969K 0.34%
16,250
+21
34
$920K 0.33%
7,440
35
$914K 0.32%
37,675
36
$914K 0.32%
+10,000
37
$901K 0.32%
5,229
38
$870K 0.31%
+15,700
39
$868K 0.31%
+13,313
40
$803K 0.28%
12,000
-100
41
$798K 0.28%
44,410
-10,590
42
$791K 0.28%
9,793
43
$704K 0.25%
22,500
-100
44
$663K 0.23%
4,332
-6
45
$627K 0.22%
6,764
46
$608K 0.22%
16,880
47
$566K 0.2%
11,640
48
$543K 0.19%
2,500
49
$535K 0.19%
4,631
50
$508K 0.18%
3,313
1
2
3