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
$537M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$23.1M
3
+$18.1M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$17.9M
5
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$15.2M

Top Sells

1
+$35.7M
2
+$15M
3
+$1.21M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.03M
5
LOW icon
Lowe's Companies
LOW
+$693K

Sector Composition

1 Industrials 4.28%
2 Healthcare 4.25%
3 Financials 1.95%
4 Technology 1.88%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 0.44%
10,529
27
$2.29M 0.43%
38,965
28
$2.18M 0.41%
17,262
-408
29
$2.12M 0.4%
8,686
-102
30
$1.97M 0.37%
14,626
31
$1.61M 0.3%
16,075
32
$1.52M 0.28%
15,217
-636
33
$1.37M 0.26%
11,500
34
$1.34M 0.25%
6,595
-100
35
$1.33M 0.25%
4,960
36
$1.31M 0.24%
6,000
37
$1.3M 0.24%
24,188
-393
38
$1.25M 0.23%
17,500
39
$1.22M 0.23%
48,200
40
$1.17M 0.22%
5,098
41
$1.15M 0.21%
38,182
42
$1.14M 0.21%
8,076
43
$1.08M 0.2%
5,570
44
$1.07M 0.2%
29,000
-1,566
45
$1.01M 0.19%
22,500
46
$966K 0.18%
24,225
47
$933K 0.17%
8,525
48
$870K 0.16%
3,275
-17
49
$863K 0.16%
10,220
50
$847K 0.16%
30,000
1
2
3 4