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
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$1.37M
3
+$228K
4
AVY icon
Avery Dennison
AVY
+$219K
5
WBA
Walgreens Boots Alliance
WBA
+$102K

Top Sells

1
+$642K
2
+$497K
3
+$430K
4
MET icon
MetLife
MET
+$261K
5
CVX icon
Chevron
CVX
+$259K

Sector Composition

1 Industrials 6.36%
2 Healthcare 4.5%
3 Financials 4.22%
4 Consumer Discretionary 2.72%
5 Technology 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.57%
26,436
27
$1.72M 0.56%
14,626
28
$1.61M 0.52%
21,875
29
$1.58M 0.51%
10,665
30
$1.54M 0.5%
16,075
-1,790
31
$1.21M 0.39%
17,308
32
$1.2M 0.39%
10,220
-2,200
33
$1.15M 0.37%
44,115
34
$1.05M 0.34%
11,000
+1,000
35
$1.03M 0.34%
30,566
36
$975K 0.32%
5,229
37
$955K 0.31%
37,675
38
$934K 0.3%
7,440
39
$873K 0.28%
12,000
40
$813K 0.26%
15,700
41
$803K 0.26%
9,793
42
$780K 0.25%
13,313
43
$772K 0.25%
44,410
44
$757K 0.25%
22,500
45
$679K 0.22%
4,332
46
$650K 0.21%
16,880
47
$641K 0.21%
6,764
48
$621K 0.2%
11,640
49
$564K 0.18%
2,500
50
$542K 0.18%
3,313
1
2
3