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
$247M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$323K
2
+$292K
3
+$143K
4
JNJ icon
Johnson & Johnson
JNJ
+$133K
5
DVN icon
Devon Energy
DVN
+$25.2K

Top Sells

1
+$1.14M
2
+$624K
3
+$369K
4
TGT icon
Target
TGT
+$236K
5
EPD icon
Enterprise Products Partners
EPD
+$224K

Sector Composition

1 Industrials 5.02%
2 Healthcare 4.84%
3 Financials 2.87%
4 Consumer Staples 2.64%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$355K 0.14%
9,823
52
$355K 0.14%
6,740
-2,260
53
$333K 0.13%
2,406
54
$309K 0.13%
7,710
55
$302K 0.12%
4,078
56
$269K 0.11%
5,220
-50
57
$255K 0.1%
9,668
58
$252K 0.1%
4,640
59
$214K 0.09%
1,554
60
$185K 0.07%
2,885
61
$143K 0.06%
+933
62
– –
-7,500
63
– –
-17,000
64
– –
-53
65
– –
-13,215
66
– –
-53,833
1 2
3