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
$333M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$14.8M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.16M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$14.6M
2
+$14.4M
3
+$308K
4
BHF icon
Brighthouse Financial
BHF
+$193K
5
CTAS icon
Cintas
CTAS
+$174K

Sector Composition

1 Healthcare 15.08%
2 Industrials 5.48%
3 Financials 3.98%
4 Technology 2.53%
5 Consumer Discretionary 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.51%
38,057
-1,358
27
$1.54M 0.46%
14,626
28
$1.48M 0.44%
10,665
29
$1.48M 0.44%
16,075
30
$1.45M 0.44%
24,225
31
$1.29M 0.39%
10,229
32
$1.29M 0.39%
17,670
-4,205
33
$1.26M 0.38%
25,861
-26
34
$1.26M 0.38%
44,115
35
$1.17M 0.35%
+8,355
36
$1.16M 0.35%
17,308
37
$1.15M 0.35%
11,035
38
$1.06M 0.32%
37,675
39
$1.05M 0.32%
30,566
40
$968K 0.29%
22,500
41
$968K 0.29%
+10,164
42
$965K 0.29%
5,229
43
$957K 0.29%
+8,704
44
$873K 0.26%
13,313
45
$812K 0.24%
9,814
46
$803K 0.24%
12,000
47
$695K 0.21%
15,700
48
$693K 0.21%
4,960
49
$687K 0.21%
6,764
50
$685K 0.21%
4,184
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