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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
$1.01B
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$11.2M
3
+$8.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$7.48M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.1M

Top Sells

1
+$12.4M
2
+$11.5M
3
+$9.94M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.4M
5
WMT icon
Walmart Inc
WMT
+$3.41M

Sector Composition

1 Financials 8.27%
2 Communication Services 6%
3 Industrials 2.01%
4 Technology 1.94%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMB icon
51
Kimberly-Clark
KMB
$34.6B
$899K 0.09%
9,321
CMCSA icon
52
Comcast
CMCSA
$84.5B
$883K 0.09%
30,755
MMM icon
53
3M
MMM
$82.5B
$815K 0.08%
5,615
DIS icon
54
Walt Disney
DIS
$176B
$796K 0.08%
8,261
+2,671
VOO icon
55
Vanguard S&P 500 ETF
VOO
$987B
$751K 0.07%
1,256
SWK icon
56
Stanley Black & Decker
SWK
$13.2B
$750K 0.07%
10,555
CCK icon
57
Crown Holdings
CCK
$11.2B
$744K 0.07%
7,421
ABBV icon
58
AbbVie
ABBV
$392B
$737K 0.07%
3,390
IWD icon
59
iShares Russell 1000 Value ETF
IWD
$76.9B
$720K 0.07%
3,368
PEP icon
60
PepsiCo
PEP
$200B
$719K 0.07%
4,631
AMLP icon
61
Alerian MLP ETF
AMLP
$12B
$688K 0.07%
13,079
CTAS icon
62
Cintas
CTAS
$69.9B
$677K 0.07%
4,004
BIL icon
63
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.8B
$658K 0.07%
7,179
VEU icon
64
Vanguard FTSE All-World ex-US ETF
VEU
$67.3B
$652K 0.06%
8,685
ITW icon
65
Illinois Tool Works
ITW
$75.5B
$600K 0.06%
2,305
BDX icon
66
Becton Dickinson
BDX
$40B
$534K 0.05%
3,396
-92
GD icon
67
General Dynamics
GD
$97.2B
$533K 0.05%
1,554
STZ icon
68
Constellation Brands
STZ
$25.4B
$533K 0.05%
3,550
NVDA icon
69
NVIDIA
NVDA
$5.02T
$531K 0.05%
3,044
+1,549
MCD icon
70
McDonald's
MCD
$205B
$513K 0.05%
1,652
-1,174
APH icon
71
Amphenol
APH
$195B
$487K 0.05%
3,851
+1,673
IBM icon
72
IBM
IBM
$255B
$442K 0.04%
1,822
XBI icon
73
State Street SPDR S&P Biotech ETF
XBI
$8.28B
$439K 0.04%
3,435
AEG icon
74
Aegon
AEG
$13.1B
$414K 0.04%
57,015
XOM icon
75
Exxon Mobil
XOM
$588B
$405K 0.04%
2,390
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