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
$582M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$20.6M
3
+$19.7M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$14.9M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$11.7M

Top Sells

1
+$48.4M
2
+$21.3M
3
+$6.04M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.11M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.5M

Sector Composition

1 Healthcare 4.69%
2 Industrials 4.27%
3 Financials 2.59%
4 Communication Services 1.42%
5 Consumer Discretionary 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 0.53%
18,935
27
$3.07M 0.53%
16,859
28
$2.88M 0.49%
17,023
29
$2.86M 0.49%
30,375
30
$2.41M 0.41%
51,825
31
$2.37M 0.41%
16,176
32
$2.1M 0.36%
38,965
33
$1.95M 0.33%
16,075
34
$1.94M 0.33%
14,626
35
$1.91M 0.33%
13,153
36
$1.91M 0.33%
12,262
37
$1.85M 0.32%
7,705
38
$1.78M 0.31%
38,100
+800
39
$1.77M 0.3%
38,182
40
$1.66M 0.29%
4,960
41
$1.59M 0.27%
11,207
-22,396
42
$1.5M 0.26%
17,500
43
$1.26M 0.22%
6,000
44
$1.24M 0.21%
12,328
-2,540
45
$1.2M 0.21%
24,188
46
$1.16M 0.2%
40,400
-7,800
47
$1.08M 0.19%
5,098
48
$1.07M 0.18%
3,275
49
$1.04M 0.18%
10,220
50
$906K 0.16%
17,500
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