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
$381M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.3M
3
+$351K
4
JPM icon
JPMorgan Chase
JPM
+$309K
5
CMCSA icon
Comcast
CMCSA
+$271K

Top Sells

1
+$12M
2
+$2.41M
3
+$1.98M
4
CNC icon
Centene
CNC
+$1.31M
5
BDX icon
Becton Dickinson
BDX
+$928K

Sector Composition

1 Healthcare 10.06%
2 Industrials 4.88%
3 Consumer Discretionary 2.4%
4 Financials 2.32%
5 Technology 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$568K 0.15%
4,631
52
$537K 0.14%
2,826
-421
53
$529K 0.14%
9,846
54
$490K 0.13%
9,214
55
$454K 0.12%
2,500
56
$444K 0.12%
5,270
57
$419K 0.11%
2,383
58
$411K 0.11%
413
59
$408K 0.11%
8,084
60
$391K 0.1%
3,523
61
$364K 0.1%
6,193
62
$361K 0.09%
7,710
63
$313K 0.08%
3,890
64
$313K 0.08%
2,320
65
$273K 0.07%
66,557
66
$263K 0.07%
1,554
67
$252K 0.07%
2,230
68
$243K 0.06%
3,702
69
$242K 0.06%
3,045
70
$218K 0.06%
7,500
71
$211K 0.06%
+6,679
72
$203K 0.05%
+1,565
73
$200K 0.05%
4,013
-160
74
$181K 0.05%
3,080
-1,320
75
$125K 0.03%
+10,000
1 2
3
4