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
$587M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$22.5M
3
+$16.1M
4
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$3.81M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.55M

Top Sells

1
+$6.19M
2
+$5.16M
3
+$3.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.84M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.65M

Sector Composition

1 Financials 9.11%
2 Consumer Discretionary 4.6%
3 Healthcare 3.95%
4 Industrials 3.57%
5 Communication Services 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.23%
5,098
52
$1.18M 0.2%
25,573
+6,503
53
$1.14M 0.19%
6,570
-9,505
54
$1.06M 0.18%
6,623
+3,580
55
$1.06M 0.18%
11,554
+5,300
56
$1.03M 0.18%
3,275
57
$945K 0.16%
12,687
+2,133
58
$886K 0.15%
6,542
59
$874K 0.15%
20,827
+9,224
60
$856K 0.15%
3,885
61
$837K 0.14%
4,631
62
$803K 0.14%
9,823
63
$745K 0.13%
2,826
64
$733K 0.12%
9,214
65
$677K 0.12%
6,500
66
$634K 0.11%
+13,206
67
$613K 0.1%
20,032
68
$610K 0.1%
7,421
-2,511
69
$566K 0.1%
15,886
-173,580
70
$558K 0.1%
4,771
71
$548K 0.09%
3,390
72
$546K 0.09%
6,575
73
$536K 0.09%
12,990
-4,510
74
$505K 0.09%
3,045
75
$489K 0.08%
1,833
1 2
3
4 5