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
$309M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$1.37M
3
+$228K
4
AVY icon
Avery Dennison
AVY
+$219K
5
WBA
Walgreens Boots Alliance
WBA
+$102K

Top Sells

1
+$642K
2
+$497K
3
+$430K
4
MET icon
MetLife
MET
+$261K
5
CVX icon
Chevron
CVX
+$259K

Sector Composition

1 Industrials 6.36%
2 Healthcare 4.5%
3 Financials 4.22%
4 Consumer Discretionary 2.72%
5 Technology 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$516K 0.17%
4,631
52
$495K 0.16%
13,000
53
$475K 0.15%
9,823
54
$441K 0.14%
413
55
$427K 0.14%
11,844
56
$412K 0.13%
4,640
57
$401K 0.13%
2,704
-160
58
$391K 0.13%
6,193
59
$379K 0.12%
5,577
60
$347K 0.11%
3,523
61
$347K 0.11%
7,710
62
$340K 0.11%
9,214
63
$322K 0.1%
2,383
64
$322K 0.1%
2,320
65
$319K 0.1%
1,554
66
$287K 0.09%
5,530
67
$252K 0.08%
3,045
68
$228K 0.07%
+3,746
69
$219K 0.07%
+2,230
70
$215K 0.07%
5,220
71
$196K 0.06%
7,500
72
$130K 0.04%
2,853
73
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