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
$409M
AUM Growth
+$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$1.79M
3
+$419K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$393K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$238K

Top Sells

1
+$559K
2
+$362K
3
+$301K
4
LLY icon
Eli Lilly
LLY
+$205K
5
UPS icon
United Parcel Service
UPS
+$66.7K

Sector Composition

1 Healthcare 5.55%
2 Industrials 4.75%
3 Technology 2.2%
4 Consumer Discretionary 2.19%
5 Financials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.38%
16,050
27
$1.53M 0.37%
16,075
28
$1.32M 0.32%
11,500
29
$1.3M 0.32%
5,098
30
$1.29M 0.32%
6,695
31
$1.22M 0.3%
15,853
32
$1.15M 0.28%
24,581
33
$1.14M 0.28%
6,000
34
$1.1M 0.27%
4,960
35
$1.06M 0.26%
30,566
36
$1.01M 0.25%
48,200
37
$1.01M 0.25%
17,500
-50
38
$949K 0.23%
5,570
39
$928K 0.23%
8,525
40
$914K 0.22%
3,292
41
$900K 0.22%
8,076
42
$898K 0.22%
38,182
-23
43
$886K 0.22%
22,500
44
$870K 0.21%
24,225
45
$736K 0.18%
10,220
-50
46
$673K 0.16%
13,000
47
$642K 0.16%
4,631
48
$634K 0.16%
5,047
49
$620K 0.15%
2,826
50
$588K 0.14%
9,846
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