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
$635M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$213K
3
+$177K
4
MSFT icon
Microsoft
MSFT
+$80.5K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$77.2K

Top Sells

1
+$1.05M
2
+$440K
3
+$395K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$298K
5
WMT icon
Walmart
WMT
+$122K

Sector Composition

1 Financials 10.73%
2 Consumer Discretionary 5%
3 Communication Services 4.8%
4 Healthcare 3.29%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.72M 0.59%
120,000
27
$3.31M 0.52%
21,275
28
$2.93M 0.46%
30,375
29
$2.75M 0.43%
18,935
30
$2.63M 0.41%
16,859
31
$2.62M 0.41%
12,352
-346
32
$2.61M 0.41%
21,260
33
$2.58M 0.41%
48,450
-2,280
34
$2.2M 0.35%
49,535
35
$2.05M 0.32%
23,655
36
$2.05M 0.32%
26,165
37
$1.9M 0.3%
57,192
38
$1.87M 0.29%
4,945
39
$1.81M 0.29%
7,010
40
$1.77M 0.28%
14,626
41
$1.72M 0.27%
10,220
42
$1.65M 0.26%
9,644
43
$1.6M 0.25%
13,153
44
$1.56M 0.25%
38,182
45
$1.55M 0.24%
10,947
46
$1.51M 0.24%
6,000
47
$1.5M 0.24%
9,868
48
$1.49M 0.23%
17,845
49
$1.38M 0.22%
17,023
50
$1.37M 0.22%
5,098
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