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
$606M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$985K
3
+$277K
4
LEN.B icon
Lennar Class B
LEN.B
+$222K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$30.7K

Top Sells

1
+$16.1M
2
+$2.16M
3
+$1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$806K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$743K

Sector Composition

1 Financials 8.69%
2 Consumer Discretionary 4.96%
3 Communication Services 3.96%
4 Industrials 3.5%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.3M 0.54%
21,275
-1,188
27
$3.27M 0.54%
16,859
28
$2.7M 0.45%
21,260
29
$2.65M 0.44%
12,989
-140
30
$2.65M 0.44%
30,375
31
$2.49M 0.41%
50,730
-1,077
32
$2.47M 0.41%
18,935
33
$2.11M 0.35%
26,165
34
$2.04M 0.34%
4,945
35
$1.96M 0.32%
14,626
36
$1.88M 0.31%
49,535
37
$1.86M 0.31%
13,153
38
$1.79M 0.29%
23,655
39
$1.74M 0.29%
7,010
40
$1.71M 0.28%
17,500
41
$1.7M 0.28%
17,023
42
$1.67M 0.28%
10,220
43
$1.59M 0.26%
9,644
-1,474
44
$1.58M 0.26%
10,947
45
$1.5M 0.25%
9,868
46
$1.46M 0.24%
37,495
47
$1.44M 0.24%
17,845
48
$1.43M 0.24%
38,182
49
$1.39M 0.23%
15,859
50
$1.36M 0.22%
6,000
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