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
$783M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.22M
3
+$1.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$522K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$338K

Top Sells

1
+$269K
2
+$254K
3
+$165K
4
CNC icon
Centene
CNC
+$39.2K
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$24.5K

Sector Composition

1 Financials 10.56%
2 Consumer Discretionary 5.73%
3 Communication Services 5.24%
4 Industrials 3.22%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.36M 0.56%
120,000
27
$4.35M 0.56%
23,831
28
$4.2M 0.54%
71,650
-394
29
$3.79M 0.48%
18,935
30
$3.45M 0.44%
30,375
31
$3.44M 0.44%
21,260
32
$3.37M 0.43%
21,275
33
$3.12M 0.4%
12,002
+2
34
$2.92M 0.37%
48,450
35
$2.89M 0.37%
5,201
36
$2.89M 0.37%
36,860
-500
37
$2.63M 0.34%
23,471
38
$2.51M 0.32%
16,859
39
$2.41M 0.31%
57,192
40
$2.28M 0.29%
26,165
41
$2.15M 0.27%
49,535
42
$2.03M 0.26%
4,945
43
$1.98M 0.25%
34,082
44
$1.93M 0.25%
9,448
45
$1.89M 0.24%
14,626
46
$1.85M 0.24%
10,947
47
$1.75M 0.22%
13,153
48
$1.75M 0.22%
17,845
49
$1.71M 0.22%
17,500
50
$1.63M 0.21%
6,000
1
2
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