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
$268M
AUM Growth
-$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$753K

Top Sells

1
+$1.82M
2
+$819K
3
+$794K
4
PFE icon
Pfizer
PFE
+$576K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$552K

Sector Composition

1 Industrials 5.41%
2 Healthcare 4.7%
3 Energy 3.11%
4 Financials 2.94%
5 Consumer Staples 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$426K 0.16%
2,500
52
$396K 0.15%
4,078
53
$396K 0.15%
9,823
54
$374K 0.14%
2,406
55
$347K 0.13%
5,270
56
$312K 0.12%
4,640
57
$302K 0.11%
7,710
58
$268K 0.1%
9,668
59
$250K 0.09%
2,885
60
$224K 0.08%
7,500
61
$220K 0.08%
1,554
62
$174K 0.06%
13,215
63
$119K 0.04%
53
64
$108K 0.04%
17,000
65
– –
-20,000
66
– –
-5,210
67
– –
-5,558
68
– –
-3,780
69
– –
-4,664
70
– –
-8,080
71
$0 ﹤0.01%
53,833
1 2
3