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
$229M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$252K
2
+$201K
3
+$198K
4
TMHC icon
Taylor Morrison
TMHC
+$143K
5
DVN icon
Devon Energy
DVN
+$137K

Top Sells

1
+$21.3M
2
+$8.15M
3
+$3.44M
4
NKE icon
Nike
NKE
+$341K
5
KMB icon
Kimberly-Clark
KMB
+$171K

Sector Composition

1 Industrials 6.25%
2 Healthcare 5.44%
3 Financials 3.13%
4 Consumer Staples 3.09%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$357K 0.16%
6,355
+705
52
$341K 0.15%
2,354
53
$340K 0.15%
5,530
-5,540
54
$336K 0.15%
9,668
55
$314K 0.14%
4,078
56
$314K 0.14%
30,000
57
$265K 0.12%
4,640
58
$252K 0.11%
+3,231
59
$251K 0.11%
2,000
60
$214K 0.09%
5,220
61
$205K 0.09%
2,885
62
$204K 0.09%
1,554
63
$143K 0.06%
+10,100
64
$126K 0.06%
933
1 2
3