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
$574M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$546K
2
+$541K
3
+$514K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$350K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$232K

Top Sells

1
+$1.96M
2
+$451K
3
+$223K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$220K
5
CNC icon
Centene
CNC
+$91.2K

Sector Composition

1 Industrials 4.69%
2 Healthcare 4.34%
3 Technology 2.38%
4 Financials 2.29%
5 Communication Services 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 0.38%
38,965
27
$2.03M 0.35%
16,075
28
$1.96M 0.34%
14,626
29
$1.85M 0.32%
12,262
30
$1.83M 0.32%
7,705
31
$1.75M 0.3%
4,960
32
$1.74M 0.3%
13,153
+548
33
$1.73M 0.3%
37,300
34
$1.73M 0.3%
38,182
35
$1.52M 0.26%
14,868
-91
36
$1.49M 0.26%
17,500
37
$1.4M 0.24%
6,000
38
$1.4M 0.24%
48,200
39
$1.38M 0.24%
24,188
40
$1.24M 0.22%
5,098
41
$1.24M 0.22%
5,570
42
$1.19M 0.21%
22,500
43
$1.16M 0.2%
5,185
44
$1.14M 0.2%
29,000
45
$1.09M 0.19%
8,076
46
$1.07M 0.19%
10,220
47
$1.04M 0.18%
3,275
48
$985K 0.17%
8,500
-25
49
$916K 0.16%
17,410
50
$851K 0.15%
17,500
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