MIM
Miller Investment Management Portfolio holdings
AUM
$952M
This Quarter Return
+4.82%
1 Year Return
+12.6%
3 Year Return
+63.09%
5 Year Return
+111.41%
10 Year Return
+227.46%
AUM
$167M
AUM Growth
+$167M
(+19%)
Cap. Flow
+$18.2M
Cap. Flow
% of AUM
10.95%
Top 10 Holdings %
Top 10 Hldgs %
64.93%
Holding
73
New
6
Increased
8
Reduced
19
Closed
3
Top Buys
| 1 |
iShares Mortgage Real Estate ETF
REM
|
$17.9M |
| 2 |
SPDR S&P Insurance ETF
KIE
|
$1.49M |
| 3 |
VanEck Oil Services ETF
OIH
|
$347K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$332K |
| 5 |
PL
PROTECTIVE LIFE CORP
PL
|
$213K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$784K |
| 2 |
Enterprise Products Partners
EPD
|
$540K |
| 3 |
Amgen
AMGN
|
$416K |
| 4 |
United Rentals
URI
|
$319K |
| 5 |
Coca-Cola
KO
|
$237K |
Sector Composition
| 1 | Industrials | 9.57% |
| 2 | Healthcare | 7.15% |
| 3 | Consumer Discretionary | 5.99% |
| 4 | Financials | 4.41% |
| 5 | Energy | 4.27% |
