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
$587M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$22.5M
3
+$16.1M
4
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$3.81M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.55M

Top Sells

1
+$6.19M
2
+$5.16M
3
+$3.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.84M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.65M

Sector Composition

1 Financials 9.11%
2 Consumer Discretionary 4.6%
3 Healthcare 3.95%
4 Industrials 3.57%
5 Communication Services 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36M 0.57%
21,260
27
$3.04M 0.52%
12,694
28
$2.93M 0.5%
16,859
29
$2.92M 0.5%
30,375
30
$2.54M 0.43%
18,935
31
$2.51M 0.43%
13,129
-1,310
32
$2.45M 0.42%
51,807
33
$2.12M 0.36%
4,945
-15
34
$2.06M 0.35%
13,153
35
$2.03M 0.35%
26,165
36
$1.99M 0.34%
14,626
37
$1.83M 0.31%
10,220
38
$1.82M 0.31%
23,655
-178
39
$1.78M 0.3%
7,010
40
$1.77M 0.3%
17,500
41
$1.73M 0.3%
49,535
42
$1.59M 0.27%
15,859
43
$1.58M 0.27%
38,182
44
$1.55M 0.26%
+10,947
45
$1.5M 0.25%
+9,868
46
$1.48M 0.25%
17,023
47
$1.48M 0.25%
37,495
48
$1.44M 0.25%
11,118
49
$1.39M 0.24%
6,000
50
$1.34M 0.23%
17,845
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