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
$574M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$546K
2
+$541K
3
+$514K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$350K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$232K

Top Sells

1
+$1.96M
2
+$451K
3
+$223K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$220K
5
CNC icon
Centene
CNC
+$91.2K

Sector Composition

1 Industrials 4.69%
2 Healthcare 4.34%
3 Technology 2.38%
4 Financials 2.29%
5 Communication Services 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$765K 0.13%
9,823
52
$756K 0.13%
4,892
53
$730K 0.13%
13,000
54
$704K 0.12%
30,000
55
$686K 0.12%
4,631
56
$653K 0.11%
2,826
57
$621K 0.11%
9,214
58
$558K 0.1%
6,500
59
$540K 0.09%
1,833
60
$514K 0.09%
+16,600
61
$469K 0.08%
2,230
62
$438K 0.08%
3,890
63
$417K 0.07%
7,710
64
$413K 0.07%
9,890
65
$382K 0.07%
4,004
66
$349K 0.06%
3,045
67
$336K 0.06%
2,680
68
$325K 0.06%
2,320
69
$308K 0.05%
6,193
70
$293K 0.05%
1,554
71
$287K 0.05%
1,250
72
$279K 0.05%
5,220
73
$266K 0.05%
1,119
74
$241K 0.04%
2,675
75
$234K 0.04%
1,672
1 2
3
4