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
$914M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$216K
2
+$158K
3
+$70K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$40.1K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.96K

Top Sells

1
+$8.74M
2
+$4.19M
3
+$1.91M
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$1.51M
5
BBH icon
VanEck Biotech ETF
BBH
+$1.2M

Sector Composition

1 Financials 9.89%
2 Communication Services 6.05%
3 Consumer Discretionary 6.02%
4 Industrials 2.76%
5 Technology 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.54M 0.5%
18,935
27
$4.38M 0.48%
48,450
28
$4.1M 0.45%
21,260
29
$3.87M 0.42%
120,987
30
$3.76M 0.41%
30,375
31
$3.39M 0.37%
11,695
+24
32
$3.08M 0.34%
21,275
33
$2.96M 0.32%
5,201
34
$2.77M 0.3%
23,453
-18
35
$2.43M 0.27%
5,717
36
$2.39M 0.26%
34,082
37
$2.38M 0.26%
9,503
38
$2.34M 0.26%
48,326
39
$2.2M 0.24%
36,295
40
$2.13M 0.23%
16,859
41
$2.1M 0.23%
4,945
42
$2.09M 0.23%
26,165
43
$2.03M 0.22%
17,500
44
$1.92M 0.21%
14,626
45
$1.86M 0.2%
49,535
46
$1.76M 0.19%
10,543
47
$1.75M 0.19%
30,455
-31
48
$1.75M 0.19%
7,898
-64
49
$1.59M 0.17%
20,269
50
$1.48M 0.16%
10,220
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