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
$340M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$16.9M
3
+$15.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$14.2M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.78M

Top Sells

1
+$15M
2
+$1.4M
3
+$1.3M
4
SLB icon
SLB Ltd
SLB
+$1.05M
5
K icon
Kellanova
K
+$875K

Sector Composition

1 Healthcare 12.36%
2 Industrials 4.73%
3 Financials 2.47%
4 Consumer Discretionary 2.31%
5 Technology 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$512K 0.15%
4,631
52
$445K 0.13%
9,846
-18
53
$429K 0.13%
413
54
$412K 0.12%
9,214
55
$403K 0.12%
2,500
56
$391K 0.12%
5,270
-260
57
$386K 0.11%
3,523
58
$365K 0.11%
7,710
59
$359K 0.11%
3,890
60
$340K 0.1%
8,084
61
$336K 0.1%
2,383
62
$297K 0.09%
6,193
63
$296K 0.09%
7,200
-34,025
64
$289K 0.09%
5,818
65
$265K 0.08%
66,557
66
$252K 0.07%
2,320
67
$244K 0.07%
1,554
68
$228K 0.07%
4,400
69
$227K 0.07%
3,045
70
$217K 0.06%
3,702
71
$200K 0.06%
2,230
72
$200K 0.06%
5,256
73
$184K 0.05%
7,500
74
$151K 0.04%
4,173
75
$72K 0.02%
2,807
1 2
3
4