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
$330M
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$626K
3
+$377K
4
GE icon
GE Aerospace
GE
+$113K

Top Sells

1
+$14.5M
2
+$13.2M
3
+$7.04M
4
BAC icon
Bank of America
BAC
+$1.06M
5
C icon
Citigroup
C
+$803K

Sector Composition

1 Healthcare 15.44%
2 Industrials 6.08%
3 Financials 3.46%
4 Technology 2.82%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$602K 0.18%
2,500
52
$543K 0.16%
3,247
53
$518K 0.16%
4,631
54
$516K 0.16%
9,214
55
$509K 0.15%
9,864
56
$491K 0.15%
413
57
$469K 0.14%
5,530
58
$412K 0.12%
3,523
59
$406K 0.12%
2,383
60
$403K 0.12%
5,818
61
$400K 0.12%
8,084
62
$387K 0.12%
6,193
63
$368K 0.11%
3,890
64
$367K 0.11%
66,557
-1,799
65
$356K 0.11%
7,710
66
$335K 0.1%
2,320
67
$318K 0.1%
1,554
68
$292K 0.09%
3,069
69
$281K 0.09%
3,045
70
$267K 0.08%
6,679
71
$263K 0.08%
4,400
72
$260K 0.08%
3,702
73
$252K 0.08%
10,000
74
$242K 0.07%
2,230
75
$226K 0.07%
4,173
+2,086
1 2
3
4