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
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$585K
3
+$390K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$376K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$323K

Top Sells

1
+$16.9M
2
+$7.51M
3
+$1.98M
4
RTX icon
RTX Corp
RTX
+$632K
5
MKL icon
Markel Group
MKL
+$383K

Sector Composition

1 Healthcare 6.68%
2 Industrials 5.05%
3 Technology 2.43%
4 Financials 2.25%
5 Consumer Discretionary 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.41%
16,075
27
$1.31M 0.39%
11,500
28
$1.28M 0.38%
24,581
29
$1.2M 0.35%
5,098
30
$1.17M 0.34%
6,695
31
$1.08M 0.32%
17,550
-10,258
32
$1.05M 0.31%
6,000
33
$1.05M 0.31%
22,500
34
$1.03M 0.3%
15,853
35
$1.03M 0.3%
24,225
36
$978K 0.29%
38,205
37
$960K 0.28%
48,200
38
$948K 0.28%
30,566
39
$916K 0.27%
10,270
+50
40
$904K 0.27%
8,076
+1,300
41
$872K 0.26%
5,570
42
$825K 0.24%
3,292
43
$779K 0.23%
8,525
44
$779K 0.23%
4,960
45
$778K 0.23%
13,000
46
$663K 0.2%
5,655
47
$612K 0.18%
4,631
48
$544K 0.16%
9,846
49
$521K 0.15%
2,826
50
$495K 0.15%
5,047
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