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
$656M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.7M
3
+$11.2M
4
BBH icon
VanEck Biotech ETF
BBH
+$10.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.24M

Top Sells

1
+$30.3M
2
+$14.9M
3
+$940K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$299K
5
GSPY icon
Gotham Enhanced 500 ETF
GSPY
+$154K

Sector Composition

1 Financials 10.25%
2 Consumer Discretionary 5.33%
3 Communication Services 4.48%
4 Industrials 3.34%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 0.59%
120,000
27
$3.52M 0.54%
21,275
28
$3.02M 0.46%
16,859
29
$2.8M 0.43%
12,698
-291
30
$2.75M 0.42%
18,935
31
$2.75M 0.42%
30,375
32
$2.68M 0.41%
21,260
33
$2.66M 0.41%
50,730
34
$2.31M 0.35%
26,165
35
$2.24M 0.34%
23,655
36
$2.06M 0.31%
49,535
37
$2.02M 0.31%
14,626
38
$2M 0.31%
4,945
39
$1.93M 0.29%
57,192
-898,894
40
$1.87M 0.29%
9,644
41
$1.85M 0.28%
7,010
42
$1.85M 0.28%
13,153
43
$1.71M 0.26%
17,500
44
$1.67M 0.26%
17,845
45
$1.64M 0.25%
10,947
46
$1.63M 0.25%
38,182
47
$1.61M 0.25%
10,220
48
$1.56M 0.24%
9,868
49
$1.52M 0.23%
17,023
50
$1.48M 0.23%
6,000
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