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
$340M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$16.9M
3
+$15.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$14.2M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.78M

Top Sells

1
+$15M
2
+$1.4M
3
+$1.3M
4
SLB icon
SLB Ltd
SLB
+$1.05M
5
K icon
Kellanova
K
+$875K

Sector Composition

1 Healthcare 12.36%
2 Industrials 4.73%
3 Financials 2.47%
4 Consumer Discretionary 2.31%
5 Technology 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.49%
42,136
27
$1.66M 0.49%
24,225
28
$1.57M 0.46%
46,000
+23,162
29
$1.54M 0.45%
16,075
30
$1.43M 0.42%
34,393
-2,906
31
$1.37M 0.4%
44,115
32
$1.35M 0.4%
10,665
33
$1.27M 0.37%
30,566
34
$1.25M 0.37%
17,670
35
$1.15M 0.34%
25,861
36
$1.11M 0.33%
10,220
-9
37
$1.07M 0.32%
11,000
38
$1.07M 0.31%
8,355
39
$1.02M 0.3%
5,229
40
$975K 0.29%
22,500
41
$965K 0.28%
+6,000
42
$740K 0.22%
4,960
43
$729K 0.21%
10,164
44
$669K 0.2%
9,814
45
$663K 0.2%
6,764
46
$617K 0.18%
8,525
47
$611K 0.18%
13,020
48
$577K 0.17%
3,247
49
$569K 0.17%
6,829
50
$566K 0.17%
3,292
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