MIM
Miller Investment Management Portfolio holdings
AUM
$952M
This Quarter Return
+9.55%
1 Year Return
+12.6%
3 Year Return
+63.09%
5 Year Return
+111.41%
10 Year Return
+227.46%
AUM
$409M
AUM Growth
+$409M
(+20%)
Cap. Flow
+$44.9M
Cap. Flow
% of AUM
10.99%
Top 10 Holdings %
Top 10 Hldgs %
83.77%
Holding
72
New
4
Increased
6
Reduced
8
Closed
3
Top Buys
| 1 |
ARK Autonomous Technology & Robotics ETF
ARKQ
|
$40M |
| 2 |
Apple
AAPL
|
$2.94M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.79M |
| 4 |
Becton Dickinson
BDX
|
$419K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$393K |
Top Sells
| 1 |
United Rentals
URI
|
$559K |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$362K |
| 3 |
Centene
CNC
|
$301K |
| 4 |
Eli Lilly
LLY
|
$205K |
| 5 |
United Parcel Service
UPS
|
$66.7K |
Sector Composition
| 1 | Healthcare | 5.55% |
| 2 | Industrials | 4.75% |
| 3 | Technology | 2.2% |
| 4 | Consumer Discretionary | 2.19% |
| 5 | Financials | 1.9% |
