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
$311M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.66M
3
+$1.3M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$769K
5
PSX icon
Phillips 66
PSX
+$349K

Top Sells

1
+$20.2M
2
+$19.6M
3
+$17.7M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$16M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.24M

Sector Composition

1 Healthcare 7.35%
2 Industrials 4.65%
3 Financials 2.4%
4 Technology 2.07%
5 Communication Services 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.47%
30,375
27
$1.45M 0.46%
16,050
28
$1.18M 0.38%
24,581
-900
29
$1.11M 0.36%
24,225
30
$1.1M 0.35%
38,205
+442
31
$1.08M 0.35%
16,075
32
$1.03M 0.33%
5,098
33
$951K 0.31%
6,695
-3,970
34
$947K 0.3%
30,566
35
$923K 0.3%
11,500
-1,426
36
$920K 0.3%
15,853
-762
37
$884K 0.28%
22,500
38
$860K 0.28%
6,000
39
$769K 0.25%
+48,200
40
$741K 0.24%
10,220
41
$718K 0.23%
5,570
42
$704K 0.23%
13,000
43
$685K 0.22%
4,960
44
$673K 0.22%
8,525
45
$615K 0.2%
3,292
46
$585K 0.19%
5,655
-6,274
47
$556K 0.18%
4,631
48
$525K 0.17%
6,776
49
$476K 0.15%
9,846
50
$467K 0.15%
2,826
1
2
3 4