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
$451M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$670K
3
+$576K
4
TTP
TORTOISE PIPELINE & ENERGY FUND, INC.
TTP
+$426K
5
JNJ icon
Johnson & Johnson
JNJ
+$301K

Top Sells

1
+$16M
2
+$12.1M
3
+$9.23M
4
LOW icon
Lowe's Companies
LOW
+$681K
5
URI icon
United Rentals
URI
+$258K

Sector Composition

1 Healthcare 6.78%
2 Industrials 4.79%
3 Financials 2.47%
4 Consumer Discretionary 1.77%
5 Technology 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 0.48%
18,559
27
$2.04M 0.45%
17,670
28
$2.03M 0.45%
37,763
29
$2.01M 0.45%
14,626
30
$1.92M 0.43%
10,665
31
$1.75M 0.39%
44,115
32
$1.71M 0.38%
16,075
33
$1.66M 0.37%
10,529
34
$1.49M 0.33%
11,929
35
$1.43M 0.32%
24,225
36
$1.38M 0.31%
12,926
-1,600
37
$1.29M 0.29%
25,481
-28
38
$1.23M 0.27%
10,220
39
$1.23M 0.27%
5,098
-131
40
$1.21M 0.27%
16,615
-268
41
$1.14M 0.25%
6,000
42
$1.14M 0.25%
30,566
43
$1.08M 0.24%
22,500
44
$911K 0.2%
5,570
45
$859K 0.19%
4,960
46
$778K 0.17%
13,000
47
$740K 0.16%
8,525
48
$719K 0.16%
3,292
49
$685K 0.15%
9,814
50
$644K 0.14%
6,776
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