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
$537M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$23.1M
3
+$18.1M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$17.9M
5
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$15.2M

Top Sells

1
+$35.7M
2
+$15M
3
+$1.21M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.03M
5
LOW icon
Lowe's Companies
LOW
+$693K

Sector Composition

1 Industrials 4.28%
2 Healthcare 4.25%
3 Financials 1.95%
4 Technology 1.88%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$692K 0.13%
4,892
-155
52
$687K 0.13%
4,631
53
$660K 0.12%
17,500
54
$648K 0.12%
13,000
55
$635K 0.12%
9,823
-23
56
$629K 0.12%
9,214
57
$606K 0.11%
2,826
58
$479K 0.09%
1,833
59
$455K 0.08%
6,500
60
$423K 0.08%
7,710
61
$417K 0.08%
3,890
62
$354K 0.07%
4,004
63
$346K 0.06%
2,230
64
$321K 0.06%
6,193
65
$298K 0.06%
3,045
66
$297K 0.06%
3,702
67
$279K 0.05%
2,320
68
$270K 0.05%
3,080
69
$231K 0.04%
1,554
70
$221K 0.04%
+1,448
71
$220K 0.04%
1,119
72
$215K 0.04%
1,651
73
$211K 0.04%
+1,250
74
$210K 0.04%
+5,220
75
$207K 0.04%
+1,672
1 2
3
4