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
$140M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$19.1M
3
+$15.1M
4
XOM icon
Exxon Mobil
XOM
+$3.02M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.24%
2 Healthcare 8.23%
3 Consumer Discretionary 7.14%
4 Energy 5.78%
5 Financials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$344K 0.25%
+11,198
52
$331K 0.24%
+4,078
53
$299K 0.21%
+6,232
54
$292K 0.21%
+3,780
55
$270K 0.19%
+2,494
56
$267K 0.19%
+7,334
57
$256K 0.18%
+13,215
58
$252K 0.18%
+65
59
$237K 0.17%
+5,920
60
$235K 0.17%
+8,190
61
$229K 0.16%
+2,755
62
$209K 0.15%
+3,413
63
$208K 0.15%
+4,983
64
$183K 0.13%
+3,638
65
$137K 0.1%
+3,537
66
$67K 0.05%
+14,122
67
$60K 0.04%
+21,000
1 2
3