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
$582M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$20.6M
3
+$19.7M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$14.9M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$11.7M

Top Sells

1
+$48.4M
2
+$21.3M
3
+$6.04M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.11M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.5M

Sector Composition

1 Healthcare 4.69%
2 Industrials 4.27%
3 Financials 2.59%
4 Communication Services 1.42%
5 Consumer Discretionary 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$856K 0.15%
9,823
52
$819K 0.14%
17,410
53
$803K 0.14%
3,885
-1,300
54
$710K 0.12%
4,892
55
$697K 0.12%
4,631
56
$681K 0.12%
2,826
57
$650K 0.11%
30,000
58
$608K 0.1%
9,214
59
$586K 0.1%
1,833
60
$564K 0.1%
+2,065
61
$547K 0.09%
+14,315
62
$543K 0.09%
+15,840
63
$533K 0.09%
+10,700
64
$520K 0.09%
+13,550
65
$520K 0.09%
+5,733
66
$519K 0.09%
+1,855
67
$467K 0.08%
16,600
68
$462K 0.08%
2,230
69
$455K 0.08%
6,500
70
$426K 0.07%
3,388
-4,688
71
$409K 0.07%
9,890
72
$381K 0.07%
4,004
73
$366K 0.06%
3,390
-500
74
$364K 0.06%
3,045
75
$305K 0.05%
1,554
1 2
3
4