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
$440M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$462K
3
+$267K
4
EMR icon
Emerson Electric
EMR
+$137K
5
MMM icon
3M
MMM
+$115K

Top Sells

1
+$13.3M
2
+$863K
3
+$787K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$573K
5
DGX icon
Quest Diagnostics
DGX
+$413K

Sector Composition

1 Healthcare 7.49%
2 Industrials 4.38%
3 Financials 2.27%
4 Consumer Discretionary 1.86%
5 Technology 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.44%
14,147
+837
27
$1.91M 0.43%
37,763
28
$1.89M 0.43%
16,050
29
$1.89M 0.43%
33,680
30
$1.76M 0.4%
17,670
31
$1.75M 0.4%
44,115
32
$1.67M 0.38%
10,665
33
$1.6M 0.36%
16,075
34
$1.55M 0.35%
14,526
-3,854
35
$1.46M 0.33%
10,529
36
$1.43M 0.32%
11,929
37
$1.34M 0.3%
24,225
38
$1.24M 0.28%
6,000
39
$1.21M 0.28%
10,220
40
$1.2M 0.27%
25,509
41
$1.11M 0.25%
16,883
-11,912
42
$1.11M 0.25%
22,500
43
$1.04M 0.24%
30,566
44
$1.01M 0.23%
5,229
45
$841K 0.19%
5,570
46
$837K 0.19%
4,960
47
$764K 0.17%
3,292
48
$713K 0.16%
8,525
49
$693K 0.16%
9,814
50
$670K 0.15%
13,000
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