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
$703M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.53M
3
+$4.06M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.72M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.64M

Top Sells

1
+$12.1M
2
+$4.19M
3
+$2.32M
4
DIS icon
Walt Disney
DIS
+$1.22M
5
VZ icon
Verizon
VZ
+$1.22M

Sector Composition

1 Financials 10.01%
2 Consumer Discretionary 5.7%
3 Communication Services 4.55%
4 Industrials 3.22%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.06M 0.58%
+23,831
27
$4.04M 0.58%
72,044
-4,105
28
$4.04M 0.57%
120,000
29
$3.33M 0.47%
21,275
30
$3.29M 0.47%
21,260
31
$3.22M 0.46%
18,935
32
$2.96M 0.42%
30,375
33
$2.85M 0.41%
12,000
-352
34
$2.77M 0.39%
37,360
-56,448
35
$2.65M 0.38%
16,859
36
$2.64M 0.38%
+5,201
37
$2.55M 0.36%
48,450
38
$2.37M 0.34%
23,471
-184
39
$2.17M 0.31%
49,535
40
$2.16M 0.31%
26,165
41
$2.15M 0.31%
57,192
42
$1.98M 0.28%
4,945
43
$1.86M 0.26%
9,644
44
$1.81M 0.26%
13,153
45
$1.79M 0.26%
+9,448
46
$1.78M 0.25%
14,626
47
$1.75M 0.25%
17,845
48
$1.73M 0.25%
10,947
49
$1.68M 0.24%
34,082
-4,100
50
$1.52M 0.22%
10,220
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