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
$486M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$13.4M
3
+$821K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$572K
5
BBH icon
VanEck Biotech ETF
BBH
+$236K

Top Sells

1
+$54.2M
2
+$24.3M
3
+$2.53M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.21M
5
BLK icon
Blackrock
BLK
+$1.35M

Sector Composition

1 Financials 10.08%
2 Healthcare 5.2%
3 Consumer Discretionary 4.98%
4 Communication Services 4.82%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$821K 0.17%
+19,070
52
$794K 0.16%
6,542
53
$772K 0.16%
4,631
54
$708K 0.15%
3,885
55
$698K 0.14%
2,826
56
$686K 0.14%
9,823
57
$671K 0.14%
14,750
58
$624K 0.13%
17,500
59
$572K 0.12%
+6,254
60
$572K 0.12%
30,000
61
$533K 0.11%
6,500
62
$519K 0.11%
3,390
63
$515K 0.11%
9,214
64
$509K 0.1%
1,833
65
$493K 0.1%
12,077
66
$488K 0.1%
4,771
67
$488K 0.1%
6,575
68
$465K 0.1%
16,961
+361
69
$431K 0.09%
3,045
70
$405K 0.08%
1,250
71
$390K 0.08%
10,300
72
$375K 0.08%
15,840
73
$374K 0.08%
4,004
74
$361K 0.07%
2,230
75
$344K 0.07%
1,554
1 2
3
4