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
$451M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$670K
3
+$576K
4
TTP
TORTOISE PIPELINE & ENERGY FUND, INC.
TTP
+$426K
5
JNJ icon
Johnson & Johnson
JNJ
+$301K

Top Sells

1
+$16M
2
+$12.1M
3
+$9.23M
4
LOW icon
Lowe's Companies
LOW
+$681K
5
URI icon
United Rentals
URI
+$258K

Sector Composition

1 Healthcare 6.78%
2 Industrials 4.79%
3 Financials 2.47%
4 Consumer Discretionary 1.77%
5 Technology 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$633K 0.14%
4,631
52
$563K 0.12%
9,214
53
$558K 0.12%
2,826
54
$522K 0.12%
9,846
55
$511K 0.11%
5,047
-223
56
$510K 0.11%
3,523
57
$472K 0.1%
413
58
$427K 0.09%
7,710
59
$426K 0.09%
+8,278
60
$386K 0.09%
1,833
61
$378K 0.08%
2,500
62
$344K 0.08%
3,890
63
$339K 0.08%
6,193
64
$297K 0.07%
2,320
65
$292K 0.06%
2,230
66
$276K 0.06%
3,702
67
$274K 0.06%
1,554
68
$269K 0.06%
4,004
69
$259K 0.06%
3,045
70
$258K 0.06%
61,791
71
$211K 0.05%
7,500
72
$207K 0.05%
+2,210
73
$206K 0.05%
+3,080
74
$206K 0.05%
+1,565
75
$200K 0.04%
1,651
1 2
3
4