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
$479M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$698K
3
+$372K
4
VV icon
Vanguard Large-Cap ETF
VV
+$261K
5
BBH icon
VanEck Biotech ETF
BBH
+$200K

Top Sells

1
+$910K
2
+$717K
3
+$439K
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$375K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$342K

Sector Composition

1 Financials 9.86%
2 Healthcare 5.15%
3 Consumer Discretionary 5.13%
4 Communication Services 4.12%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 0.57%
16,859
27
$2.59M 0.54%
14,439
-279
28
$2.4M 0.5%
16,075
29
$2.24M 0.47%
51,807
-18
30
$2.22M 0.46%
30,375
31
$2.11M 0.44%
26,165
32
$1.98M 0.41%
18,935
33
$1.66M 0.35%
4,960
34
$1.65M 0.34%
14,626
35
$1.61M 0.34%
13,153
36
$1.61M 0.34%
17,023
37
$1.59M 0.33%
23,833
38
$1.56M 0.33%
7,010
39
$1.54M 0.32%
11,118
-80
40
$1.54M 0.32%
38,182
41
$1.47M 0.31%
10,220
42
$1.47M 0.31%
15,859
43
$1.45M 0.3%
49,535
44
$1.45M 0.3%
38,100
45
$1.43M 0.3%
17,500
46
$1.42M 0.3%
37,495
47
$1.38M 0.29%
6,000
48
$1.34M 0.28%
17,845
49
$1.15M 0.24%
5,098
50
$904K 0.19%
3,275
1
2
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