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
$837M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$22.1M
3
+$10.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.53M
5
MSFT icon
Microsoft
MSFT
+$4.2M

Top Sells

1
+$11.4M
2
+$9M
3
+$6.84M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.2M
5
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$4.36M

Sector Composition

1 Financials 9.64%
2 Communication Services 5.64%
3 Consumer Discretionary 5.57%
4 Industrials 2.8%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.35M 0.52%
23,831
27
$4.15M 0.5%
70,693
-957
28
$3.98M 0.48%
+20,615
29
$3.83M 0.46%
18,935
30
$3.35M 0.4%
30,375
31
$3.31M 0.4%
21,260
32
$3.28M 0.39%
48,450
33
$3.23M 0.39%
12,072
+70
34
$3.11M 0.37%
21,275
35
$3.02M 0.36%
12,101
+6,045
36
$2.78M 0.33%
5,201
37
$2.41M 0.29%
36,295
-565
38
$2.35M 0.28%
57,120
-72
39
$2.31M 0.28%
23,471
40
$2.31M 0.28%
16,859
41
$2.24M 0.27%
5,717
-6,293
42
$2.06M 0.25%
26,165
43
$2.02M 0.24%
34,082
44
$2.02M 0.24%
14,626
45
$2M 0.24%
9,503
46
$1.94M 0.23%
49,535
47
$1.85M 0.22%
4,945
48
$1.8M 0.22%
13,153
49
$1.76M 0.21%
17,500
50
$1.6M 0.19%
10,220
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