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
$328M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$229K
3
+$226K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$212K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$32K

Top Sells

1
+$12.9M
2
+$2.19M
3
+$729K
4
URI icon
United Rentals
URI
+$559K
5
ET icon
Energy Transfer Partners
ET
+$383K

Sector Composition

1 Industrials 6.57%
2 Healthcare 4.39%
3 Financials 4.29%
4 Consumer Discretionary 2.69%
5 Technology 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.54%
10,665
27
$1.76M 0.54%
14,626
28
$1.76M 0.54%
24,225
29
$1.6M 0.49%
26,110
-326
30
$1.53M 0.47%
16,075
31
$1.45M 0.44%
44,115
32
$1.28M 0.39%
10,220
33
$1.18M 0.36%
11,000
34
$1.17M 0.36%
17,308
35
$1.16M 0.35%
7,440
36
$1.11M 0.34%
37,675
37
$1.05M 0.32%
30,566
38
$931K 0.28%
15,700
39
$909K 0.28%
5,229
40
$893K 0.27%
12,000
41
$862K 0.26%
22,500
42
$850K 0.26%
13,313
43
$819K 0.25%
9,793
44
$743K 0.23%
4,317
-15
45
$714K 0.22%
16,880
46
$690K 0.21%
6,764
47
$664K 0.2%
11,640
48
$638K 0.19%
4,184
+1,480
49
$628K 0.19%
3,313
50
$624K 0.19%
2,500
1
2
3