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
$333M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$14.8M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.16M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$14.6M
2
+$14.4M
3
+$308K
4
BHF icon
Brighthouse Financial
BHF
+$193K
5
CTAS icon
Cintas
CTAS
+$174K

Sector Composition

1 Healthcare 15.08%
2 Industrials 5.48%
3 Financials 3.98%
4 Technology 2.53%
5 Consumer Discretionary 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$650K 0.2%
3,330
52
$647K 0.19%
13,020
-20
53
$568K 0.17%
2,500
54
$520K 0.16%
8,525
55
$509K 0.15%
3,247
-8
56
$504K 0.15%
4,631
57
$448K 0.13%
413
58
$441K 0.13%
5,530
59
$438K 0.13%
9,214
60
$435K 0.13%
9,864
61
$403K 0.12%
6,193
62
$400K 0.12%
12,193
63
$399K 0.12%
+5,818
64
$390K 0.12%
2,383
65
$374K 0.11%
8,084
-3,760
66
$369K 0.11%
+8,834
67
$369K 0.11%
3,523
68
$360K 0.11%
3,890
69
$338K 0.1%
68,356
-1,753
70
$338K 0.1%
7,710
-28
71
$310K 0.09%
2,320
72
$294K 0.09%
6,679
73
$290K 0.09%
1,554
74
$279K 0.08%
10,000
75
$260K 0.08%
3,045
1 2
3
4