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
$960M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$77.4M
2
+$18M
3
+$12.4M
4
AMZN icon
Amazon
AMZN
+$5.28M
5
MSFT icon
Microsoft
MSFT
+$5.26M

Top Sells

1
+$25.5M
2
+$11.7M
3
+$9.57M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$8.54M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.53M

Sector Composition

1 Financials 9.46%
2 Consumer Discretionary 6.97%
3 Communication Services 5.46%
4 Industrials 2.87%
5 Technology 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 0.42%
18,935
27
$3.93M 0.41%
21,260
28
$3.91M 0.41%
48,450
29
$3.82M 0.4%
120,987
-303,057
30
$3.45M 0.36%
21,275
31
$3.32M 0.35%
30,375
32
$3.3M 0.34%
11,671
-401
33
$2.96M 0.31%
5,201
34
$2.73M 0.28%
36,295
35
$2.59M 0.27%
23,471
36
$2.42M 0.25%
5,717
37
$2.36M 0.25%
26,165
38
$2.3M 0.24%
16,859
39
$2.21M 0.23%
9,503
40
$2.19M 0.23%
48,326
-8,794
41
$2.12M 0.22%
17,500
42
$2.08M 0.22%
14,626
43
$2.07M 0.22%
49,535
44
$2.06M 0.21%
4,945
45
$2.04M 0.21%
13,153
46
$1.97M 0.2%
17,845
47
$1.93M 0.2%
34,082
48
$1.92M 0.2%
30,486
-40,207
49
$1.8M 0.19%
10,543
50
$1.76M 0.18%
7,962
-52,985
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