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
$541M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$5.68M
3
+$2.16M
4
SPXE icon
ProShares S&P 500 ex-Energy ETF
SPXE
+$1.6M
5
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$772K

Top Sells

1
+$18.1M
2
+$15.2M
3
+$12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.3M
5
LOW icon
Lowe's Companies
LOW
+$2.44M

Sector Composition

1 Industrials 4.67%
2 Healthcare 4.39%
3 Technology 2.3%
4 Financials 2.13%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 0.42%
38,965
27
$2.03M 0.38%
14,626
28
$1.86M 0.34%
16,075
29
$1.86M 0.34%
4,960
30
$1.83M 0.34%
7,705
-981
31
$1.68M 0.31%
12,262
-5,000
32
$1.62M 0.3%
12,605
+1,105
33
$1.6M 0.3%
+37,300
34
$1.49M 0.28%
38,182
35
$1.47M 0.27%
24,188
36
$1.45M 0.27%
14,959
-258
37
$1.37M 0.25%
6,000
38
$1.35M 0.25%
17,500
39
$1.3M 0.24%
48,200
40
$1.27M 0.23%
5,098
41
$1.16M 0.22%
22,500
42
$1.15M 0.21%
5,570
43
$1.15M 0.21%
5,185
-1,410
44
$1.1M 0.2%
8,076
45
$1.07M 0.2%
10,220
46
$1.05M 0.19%
29,000
47
$1.02M 0.19%
8,525
48
$1M 0.18%
3,275
49
$956K 0.18%
17,410
-6,815
50
$832K 0.15%
13,000
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