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
$440M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$462K
3
+$267K
4
EMR icon
Emerson Electric
EMR
+$137K
5
MMM icon
3M
MMM
+$115K

Top Sells

1
+$13.3M
2
+$863K
3
+$787K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$573K
5
DGX icon
Quest Diagnostics
DGX
+$413K

Sector Composition

1 Healthcare 7.49%
2 Industrials 4.38%
3 Financials 2.27%
4 Consumer Discretionary 1.86%
5 Technology 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$635K 0.14%
4,631
52
$607K 0.14%
2,826
53
$542K 0.12%
9,846
54
$517K 0.12%
6,776
55
$514K 0.12%
9,214
56
$495K 0.11%
5,270
57
$488K 0.11%
413
58
$459K 0.1%
3,523
59
$420K 0.1%
7,710
60
$364K 0.08%
2,500
61
$353K 0.08%
1,833
62
$323K 0.07%
2,320
63
$298K 0.07%
6,193
64
$295K 0.07%
3,890
65
$284K 0.06%
1,554
66
$268K 0.06%
4,004
67
$257K 0.06%
3,702
68
$253K 0.06%
2,230
69
$251K 0.06%
3,045
70
$235K 0.05%
61,791
-2,471
71
$214K 0.05%
7,500
72
$203K 0.05%
1,651
73
$86K 0.02%
10,000
74
$59K 0.01%
+2,107
75
$49K 0.01%
2,807
1 2
3
4