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
$260M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$439K
2
+$425K
3
+$286K
4
MCD icon
McDonald's
MCD
+$236K
5
MET icon
MetLife
MET
+$148K

Top Sells

1
+$614K
2
+$517K
3
+$495K
4
WBA
Walgreens Boots Alliance
WBA
+$426K
5
MKL icon
Markel Group
MKL
+$408K

Sector Composition

1 Industrials 5.28%
2 Healthcare 4.95%
3 Financials 2.84%
4 Consumer Staples 2.55%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$359K 0.14%
9,823
52
$331K 0.13%
7,710
53
$311K 0.12%
4,078
54
$310K 0.12%
2,354
-52
55
$306K 0.12%
5,650
-1,090
56
$280K 0.11%
9,668
57
$275K 0.11%
4,640
58
$236K 0.09%
+2,000
59
$213K 0.08%
1,554
60
$211K 0.08%
5,220
61
$163K 0.06%
2,885
62
$141K 0.05%
933
63
– –
-10,000
1 2
3