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
$381M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.3M
3
+$351K
4
JPM icon
JPMorgan Chase
JPM
+$309K
5
CMCSA icon
Comcast
CMCSA
+$271K

Top Sells

1
+$12M
2
+$2.41M
3
+$1.98M
4
CNC icon
Centene
CNC
+$1.31M
5
BDX icon
Becton Dickinson
BDX
+$928K

Sector Composition

1 Healthcare 10.06%
2 Industrials 4.88%
3 Consumer Discretionary 2.4%
4 Financials 2.32%
5 Technology 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.48%
14,626
27
$1.8M 0.47%
16,075
28
$1.71M 0.45%
31,268
-3,125
29
$1.7M 0.45%
14,379
-20,460
30
$1.66M 0.44%
17,670
31
$1.6M 0.42%
33,680
-8,456
32
$1.53M 0.4%
24,225
33
$1.53M 0.4%
10,665
34
$1.43M 0.38%
44,115
35
$1.42M 0.37%
14,050
+3,050
36
$1.26M 0.33%
10,220
37
$1.23M 0.32%
30,566
38
$1.23M 0.32%
25,509
-352
39
$1.22M 0.32%
22,500
40
$1.09M 0.29%
9,964
+3,200
41
$1.05M 0.28%
6,000
42
$993K 0.26%
5,229
43
$806K 0.21%
5,570
-2,785
44
$793K 0.21%
4,960
45
$793K 0.21%
9,814
46
$699K 0.18%
13,020
47
$681K 0.18%
8,525
48
$632K 0.17%
3,292
49
$614K 0.16%
6,829
50
$613K 0.16%
6,776
-3,388
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2
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