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
$479M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$698K
3
+$372K
4
VV icon
Vanguard Large-Cap ETF
VV
+$261K
5
BBH icon
VanEck Biotech ETF
BBH
+$200K

Top Sells

1
+$910K
2
+$717K
3
+$439K
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$375K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$342K

Sector Composition

1 Financials 9.86%
2 Healthcare 5.15%
3 Consumer Discretionary 5.13%
4 Communication Services 4.12%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$805K 0.17%
9,932
52
$782K 0.16%
19,070
53
$763K 0.16%
6,542
54
$756K 0.16%
4,631
55
$702K 0.15%
3,885
56
$698K 0.15%
+10,554
57
$661K 0.14%
14,508
-242
58
$652K 0.14%
2,826
59
$622K 0.13%
17,500
60
$600K 0.13%
9,823
61
$573K 0.12%
6,254
62
$573K 0.12%
30,000
63
$572K 0.12%
9,214
64
$525K 0.11%
6,500
65
$522K 0.11%
6,575
66
$472K 0.1%
1,833
67
$466K 0.1%
20,032
+3,071
68
$455K 0.1%
3,390
69
$428K 0.09%
3,043
+1,423
70
$422K 0.09%
11,603
-474
71
$412K 0.09%
3,045
72
$404K 0.08%
1,250
73
$397K 0.08%
4,771
74
$389K 0.08%
4,004
75
$372K 0.08%
+6,640
1 2
3
4