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
$486M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$13.4M
3
+$821K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$572K
5
BBH icon
VanEck Biotech ETF
BBH
+$236K

Top Sells

1
+$54.2M
2
+$24.3M
3
+$2.53M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.21M
5
BLK icon
Blackrock
BLK
+$1.35M

Sector Composition

1 Financials 10.08%
2 Healthcare 5.2%
3 Consumer Discretionary 4.98%
4 Communication Services 4.82%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 0.57%
14,718
-618
27
$2.42M 0.5%
30,375
28
$2.35M 0.48%
26,165
29
$2.14M 0.44%
16,075
30
$2.13M 0.44%
18,935
31
$2.1M 0.43%
51,825
32
$1.98M 0.41%
14,626
33
$1.94M 0.4%
49,535
-6,773
34
$1.9M 0.39%
37,495
35
$1.87M 0.38%
17,845
36
$1.75M 0.36%
13,153
37
$1.73M 0.36%
7,010
-175
38
$1.72M 0.35%
15,859
39
$1.68M 0.35%
17,500
40
$1.61M 0.33%
17,023
41
$1.53M 0.31%
11,198
42
$1.53M 0.31%
38,100
43
$1.5M 0.31%
38,182
44
$1.49M 0.31%
4,960
45
$1.48M 0.3%
10,220
46
$1.4M 0.29%
6,000
47
$1.25M 0.26%
23,833
48
$1.24M 0.26%
5,098
49
$915K 0.19%
9,932
50
$898K 0.18%
3,275
1
2
3 4