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MIM

Miller Investment Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$995M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$2.83M
3
+$2.77M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.18M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.6M

Top Sells

1
+$9.98M
2
+$2.46M
3
+$2.24M
4
WMT icon
Walmart Inc
WMT
+$1.78M
5
PNC icon
PNC Financial Services
PNC
+$1.72M

Sector Composition

1 Financials 9.36%
2 Communication Services 6.95%
3 Consumer Discretionary 5.66%
4 Technology 2.5%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.68M 0.37%
23,453
27
$3.6M 0.36%
11,410
-7,525
28
$3.52M 0.35%
16,293
-7,538
29
$3.5M 0.35%
95,681
-1,859
30
$3.39M 0.34%
75,548
-2,572
31
$3.15M 0.32%
30,585
-17,865
32
$3.1M 0.31%
5,201
33
$3.07M 0.31%
10,924
+1,101
34
$2.84M 0.29%
+37,500
35
$2.65M 0.27%
5,717
36
$2.53M 0.25%
12,580
-8,680
37
$2.49M 0.25%
18,970
-11,405
38
$2.38M 0.24%
12,859
-8,445
39
$2.38M 0.24%
9,339
-79
40
$2.26M 0.23%
4,945
41
$2.16M 0.22%
30,290
42
$2M 0.2%
37,042
43
$1.91M 0.19%
7,898
44
$1.73M 0.17%
10,350
-7,150
45
$1.71M 0.17%
20,342
-13,740
46
$1.55M 0.16%
2,529
47
$1.51M 0.15%
15,885
-10,280
48
$1.45M 0.15%
7,586
49
$1.44M 0.14%
5,098
50
$1.38M 0.14%
3,404
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