MIM
Miller Investment Management Portfolio holdings
AUM
$952M
This Quarter Return
+5.94%
1 Year Return
+12.6%
3 Year Return
+63.09%
5 Year Return
+111.41%
10 Year Return
+227.46%
AUM
$606M
AUM Growth
+$606M
(+3.2%)
Cap. Flow
-$9.18M
Cap. Flow
% of AUM
-1.52%
Top 10 Holdings %
Top 10 Hldgs %
64.85%
Holding
97
New
3
Increased
3
Reduced
28
Closed
2
Top Buys
| 1 |
VanEck Biotech ETF
BBH
|
$16.3M |
| 2 |
Arch Capital
ACGL
|
$985K |
| 3 |
iShares Biotechnology ETF
IBB
|
$277K |
| 4 |
Lennar Class B
LEN.B
|
$222K |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
$30.7K |
Top Sells
| 1 |
Invesco KBW Bank ETF
KBWB
|
$16.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.16M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$1M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$806K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$743K |
Sector Composition
| 1 | Financials | 8.69% |
| 2 | Consumer Discretionary | 4.96% |
| 3 | Communication Services | 3.96% |
| 4 | Industrials | 3.5% |
| 5 | Healthcare | 3.33% |
