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
$180M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$456K
2
+$219K
3
+$215K
4
VOD icon
Vodafone
VOD
+$211K
5
WDR
Waddell & Reed Financial, Inc.
WDR
+$207K

Top Sells

1
+$379K
2
+$352K
3
+$164K
4
WBA
Walgreens Boots Alliance
WBA
+$141K
5
CAH icon
Cardinal Health
CAH
+$134K

Sector Composition

1 Industrials 9.66%
2 Healthcare 7.23%
3 Consumer Discretionary 6.12%
4 Financials 4.69%
5 Energy 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$371K 0.21%
2,494
52
$360K 0.2%
2,683
-418
53
$357K 0.2%
4,475
54
$325K 0.18%
6,232
55
$322K 0.18%
6,243
-151
56
$319K 0.18%
3,780
57
$305K 0.17%
13,215
58
$288K 0.16%
56
59
$272K 0.15%
8,190
60
$272K 0.15%
2,800
-75
61
$254K 0.14%
5,015
62
$253K 0.14%
4,983
63
$239K 0.13%
5,270
64
$233K 0.13%
4,853
65
$228K 0.13%
2,755
66
$219K 0.12%
+4,140
67
$215K 0.12%
+5,200
68
$211K 0.12%
+5,270
69
$207K 0.12%
+3,178
70
$205K 0.11%
+10,248
71
$204K 0.11%
+2,748
72
$197K 0.11%
6,988
73
$196K 0.11%
4,167
74
$189K 0.11%
4,750
75
$187K 0.1%
3,537
1 2
3
4