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
$178M
AUM Growth
-$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.67M
3
+$1.63M
4
LOW icon
Lowe's Companies
LOW
+$1.31M
5
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$459K

Top Sells

1
+$2.05M
2
+$1.81M
3
+$1.8M
4
XOM icon
Exxon Mobil
XOM
+$1.62M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.51M

Sector Composition

1 Industrials 9.36%
2 Healthcare 7.34%
3 Financials 5.93%
4 Consumer Discretionary 4.69%
5 Energy 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$440K 0.25%
10,942
-2,330
52
$407K 0.23%
2,494
53
$385K 0.22%
13,215
54
$370K 0.21%
4,078
55
$358K 0.2%
4,475
56
$349K 0.2%
+11,043
57
$336K 0.19%
6,634
+391
58
$314K 0.18%
3,780
59
$304K 0.17%
+9,668
60
$297K 0.17%
6,232
61
$279K 0.16%
8,190
62
$274K 0.15%
2,800
63
$272K 0.15%
56
64
$264K 0.15%
5,015
65
$252K 0.14%
50,200
66
$241K 0.14%
5,270
67
$234K 0.13%
3,178
68
$233K 0.13%
1,878
-805
69
$219K 0.12%
4,167
70
$217K 0.12%
6,988
71
$217K 0.12%
2,748
72
$213K 0.12%
4,140
73
$208K 0.12%
4,750
74
$201K 0.11%
5,200
75
$146K 0.08%
3,537
1 2
3
4