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
$330M
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$626K
3
+$377K
4
GE icon
GE Aerospace
GE
+$113K

Top Sells

1
+$14.5M
2
+$13.2M
3
+$7.04M
4
BAC icon
Bank of America
BAC
+$1.06M
5
C icon
Citigroup
C
+$803K

Sector Composition

1 Healthcare 15.44%
2 Industrials 6.08%
3 Financials 3.46%
4 Technology 2.82%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.5%
14,626
27
$1.6M 0.48%
16,075
28
$1.56M 0.47%
17,670
29
$1.5M 0.46%
10,665
30
$1.4M 0.42%
25,861
31
$1.38M 0.42%
44,115
32
$1.3M 0.39%
30,285
+14,585
33
$1.28M 0.39%
30,566
34
$1.25M 0.38%
10,229
35
$1.25M 0.38%
8,355
36
$1.24M 0.38%
11,000
-35
37
$1.09M 0.33%
22,500
38
$1.08M 0.33%
5,229
39
$1.05M 0.32%
17,308
40
$974K 0.3%
10,164
41
$875K 0.27%
13,313
42
$834K 0.25%
9,814
43
$809K 0.25%
22,838
+10,645
44
$749K 0.23%
6,764
45
$746K 0.23%
4,960
46
$737K 0.22%
6,829
-1,875
47
$705K 0.21%
4,184
48
$682K 0.21%
3,292
-38
49
$625K 0.19%
8,525
50
$616K 0.19%
13,020
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